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Handbook for the
Palm™ Zire™ 21
Handheld
Copyright
© 1998–2003 Palm, Inc. All rights reserved. Graffiti, HotSync, the Palm logo, Palm OS, and Palm Powered
are registered trademarks. Palm and Zire are trademarks of Palm, Inc. All other brands are trademarks or
registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.
Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of
this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a
result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other
media to protect against data loss.
IMPORTANT Please read the End User Software License Agreement with this product before using the
accompanying software program(s). Using any part of the software indicates that you accept the terms of the
End User Software License Agreement.
PN: 407-5816A-US
Contents
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1: Setting Up Your Palm™ Zire™ 21 Handheld . . . . . . . . . . . . . . . 3
Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Step 3: Install software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Step 4: Connect the HotSync® cable to the computer . . . . . . . . . . . . . . . . . . . . . 6
Step 5: Perform a HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Locating handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Locating top panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Locating side and back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Chapter 3: Entering Data on Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . 17
Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using Graffiti 2 writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Graffiti 2 tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Graffiti 2 alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Graffiti 2 numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Symbols and other special characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Graffiti 2 Gestures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Graffiti 2 ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Full-screen writing area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
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Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Beaming tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Changing the Home screen display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Choosing a menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Receiving alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Installing files and add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Installing applications and files on a Windows computer . . . . . . . . . . . . . 52
Palm Quick Install tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Installing applications and files on a Mac computer . . . . . . . . . . . . . . . . . . 55
Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
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Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Changing Address Entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Using Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Performing calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Viewing Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Chapter 7: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Using Date Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Chapter 8: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . . 83
Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Chapter 9: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Using Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
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Chapter 10: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Chapter 11: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Setting To Do Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Chapter 12: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Modifying a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Chapter 13: Performing HotSync® Operations . . . . . . . . . . . . . . . . . . . . . 103
Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Conducting cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Performing a cable HotSync operation: Windows computers . . . . . . . . . 107
Performing a cable HotSync operation: Mac computers . . . . . . . . . . . . . . 109
Conducting IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Preparing your computer for infrared communication . . . . . . . . . . . . . . . 111
Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
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Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . 114
Selecting the conduits for a network HotSync operation . . . . . . . . . . . . . . 117
Performing a network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Performing the first HotSync operation with a user profile . . . . . . . . . . . 120
Chapter 14: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 123
Setting General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Graffiti 2 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Writing Area Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Setting Communication Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138
Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Setting Personal Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Keylock Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 159
Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Prolonging battery life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
vii
Contents
Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 165
Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 170
Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 173
Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
viii
About This Book
Congratulations on your purchase of a Palm™ Zire™ 21 handheld. This handbook
is designed to quickly familiarize you with your handheld. It describes all you
need to know about how to use your handheld and the applications that come with
it. It guides you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Using your handheld with your computer
■
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your handheld, you can
use the rest of this handbook as a reference guide for less common tasks, for
maintenance of your handheld, and for any problems that might arise as you
operate your handheld.
1
About This Book
2
CHAPTER 1
Setting Up Your Palm™ Zire™ 21 Handheld
Palm™ Desktop software on your Windows or Mac computer allows you to easily
enter data on your handheld, and to transfer information between your handheld
and your computer so you always have a backup copy. To install and operate
Palm™ Desktop software, your computer system must meet the requirements
described in this section.
Minimum requirements: Windows computers
The minimum requirements for Windows computers are as follows:
■
A Pentium-class PC running one of the following operating systems:
– Windows 98
– Windows ME
– Windows 2000 Pro (requires administrator rights to install Palm Desktop
software)
– Windows XP Home or Pro (requires administrator rights to install Palm
Desktop software)
■
Internet Explorer 4.01 with SP2 or later
■
60 megabytes (MB) available hard disk space
■
VGA monitor or better
■
CD-ROM or DVD-ROM drive (you can also download Palm Desktop software
from www.palm.com)
■
Mouse
■
One available USB port
Minimum requirements: Mac computers
The minimum requirements for Mac computers are as follows:
■
Mac computer or compatible with a PowerPC processor
■
Mac OS 9.1 or later with 12MB free memory or Mac OS X, version 10.1.2 to 10.2.6
(Mac OS X requires administrator rights to install Palm Desktop software)
3
Chapter 1
Setting Up Your Palm™ Zire™ 21 Handheld
■
25MB available hard disk space
■
Monitor that supports screen resolution of 800 x 600 or better
■
CD-ROM or DVD-ROM drive (you can also download Palm Desktop software
from www.palm.com)
■
Mouse
■
One available USB port
Upgrade information
If you already own a Palm OS® handheld, perform a HotSync® operation with
your old handheld and Palm Desktop software. Then follow the setup instructions
below.
Step 1: Charge your handheld
a.
Connect the charging cable to a power source.
b.
Connect your handheld to the cable for three hours for an initial charge.
To keep the battery fully charged, we recommend connecting your handheld to
the cable whenever you are not using it.
4
Step 2: Set up your handheld
Step 2: Set up your handheld
a.
After the handheld is charged, disconnect it from the cable.
Stylus
Power button
b.
Press the power button to turn on your handheld.
If your handheld did not turn on, see “Operating problems” in Appendix B.
c.
Slide the stylus out of the storage slot.
d.
Follow the onscreen directions.
Step 3: Install software
Installing Palm™ Desktop software on your Windows or Mac computer allows
you to easily enter data on your handheld, and to transfer information between
your handheld and your computer so you always have a backup copy.
a.
After setting up your handheld, insert the Palm Desktop Software CD-ROM
into your computer’s CD-ROM drive.
b. Windows: Follow the onscreen instructions, which guide you through installing
Palm Desktop software.
Mac: Double-click the Palm
Desktop CD icon that appears on the desktop, and
then double-click the Palm Desktop Installer icon.
NOTE You need administrator rights to install Palm Desktop software on a
computer running Windows 2000/XP or Mac OS X.
5
Chapter 1
Setting Up Your Palm™ Zire™ 21 Handheld
Step 4: Connect the HotSync ® cable to the computer
a.
Connect the HotSync cable to your handheld.
b.
Plug the USB connector on the HotSync ® cable into a USB port on your
computer.
USB icon
USB connector
HotSync cable
Step 5: Perform a HotSync operation
HotSync operations transfer information between your handheld and Palm
Desktop software on your computer. This is called synchronizing your data.
Performing HotSync operations ensures that you always have a backup copy of the
information that you enter on your handheld. You can also use Palm Desktop
software to enter information on your desktop computer, and then transfer the
information to your handheld through a HotSync operation.
To perform a HotSync operation:
1.
Connect the HotSync cable to your handheld and your computer.
2.
Turn on your handheld.
3.
Tap the Star icon
Power button
6
to begin the HotSync operation.
Congratulations!
Congratulations!
You’ve set up your handheld, installed Palm Desktop software, and performed
your first HotSync operation. The Desktop Software CD-ROM contains additional
software and helpful information. Insert the CD-ROM into your computer at any
time to access this information. For comprehensive information about using your
handheld, continue reading this electronic handbook.
For more information about using Palm Desktop software, see the following:
■
The online Help for Palm Desktop software. To access the online Help, go to the
Help menu in Palm Desktop software.
■
The Desktop Software CD-ROM contains additional information about your
handheld. After you’ve installed Palm Desktop software, insert the CD-ROM
into your computer at any time to access this information.
■
Mac:
The electronic Palm Desktop Software for the Macintosh User’s Guide. To
access this guide, open the Palm folder, and then open the Documentation
folder. Double-click the file Palm Desktop.pdf.
7
Chapter 1
8
Setting Up Your Palm™ Zire™ 21 Handheld
CHAPTER 2
Exploring Your Handheld
Your Palm™ Zire™ 21 handheld can help you stay organized, on time, and
up-to-date with daily tasks while you are away from your desk. Use your new
handheld to do the following:
■
Enter your schedule in Date Book.
■
Keep all your contact names, addresses, and phone numbers in Address Book.
■
Jot quick notes directly on the screen in Note Pad.
■
Prioritize and assign your tasks a due date in To Do List.
■
Create and view text memos in Memo Pad.
■
Track your expenses and create expense reports in Expense.
■
Set alarms from World Clock, Date Book, and Note Pad to keep yourself on
schedule and remind yourself of appointments and notes.
■
Use Palm™ Desktop software on your Windows or Mac computer to easily
enter data, and to synchronize your data to your handheld so you always have
a backup copy. The Palm Desktop Software CD-ROM contains software that
allows you to manage your calendar contacts, tasks, and notes in Microsoft
Outlook.
The software from the Desktop Software CD-ROM that comes with your handheld
includes entertainment applications and productivity tools.
9
Chapter 2
Exploring Your Handheld
Locating handheld components
Take a few moments to learn how to access and locate the components of your
handheld.
Locating front panel controls
Screen
Input area
Power button
Scroll buttons/
Clock control
Date Book button
Address Book button
Input area
The area where you write letters and numbers using the
Graffiti® 2 alphabet. See “Using Graffiti 2 writing to enter
data” in Chapter 3 to learn how to write Graffiti 2 characters.
Power button
Turns your handheld on or off. If your handheld is turned
off, pressing the power button turns the handheld on and
returns you to the last screen you viewed.
Date Book and
Address Book
buttons
Press to activate the Address Book and Date Book
applications.
Scroll buttons
Displays text and other information that extends beyond the
handheld screen area.
When your handheld is on, pressing the lower button scrolls
down to view information below the viewing area, and
pressing the upper button scrolls up to view information
above the viewing area.
Screen
10
Displays the applications and information stored in your
handheld. It is touch sensitive, and it responds to the stylus.
Locating handheld components
Locating top panel components
AC power connector
USB connector
IR port
IR port
Uses infrared technology to transmit data to and receive data
from other infrared-enabled devices and to perform
HotSync® operations. See “Beaming data” in Chapter 3 and
see “Conducting IR HotSync operations” in Chapter 13 for
more information.
USB connector
Connects your handheld to the HotSync cable which
connects to the USB port of your computer. This allows you
to update the information between your handheld and
computer using HotSync technology.
AC power connector
Connects your handheld to an electric outlet so you can
charge your handheld.
11
Chapter 2
Exploring Your Handheld
Locating side and back panel components
Stylus
Reset button
Stylus
Slides in and out of the slot on the top of your handheld. To
use the stylus, slide it out of the slot and hold it as you would
a pen or pencil.
Reset button
Resets your handheld. Under normal use, you should not
have to use the reset button. See “Resetting your handheld”
in Appendix A for information about when and how to use
the reset button.
Tapping and typing
Like using a mouse to click elements on a computer screen, using the stylus to tap
elements on your handheld screen is the basic action you use to get things done on
your handheld.
The first time you start your handheld, the setup instructions appear on the screen.
These instructions include a calibration screen. For more information on
recalibrating your screen, see “Digitizer Preferences” in Chapter 14.
IMPORTANT Always use the point of the stylus for tapping or for making strokes on
the handheld screen. Never use an actual pen, pencil, or other sharp object to write
on the handheld screen as this will scratch the screen.
12
Tapping and typing
With your handheld turned on, you can tap the handheld screen to perform many
operations, such as the following:
■
Open applications.
■
Select menu commands.
■
Initiate a Find operation to search through applications installed on your
handheld for specific text.
■
Select options in dialog boxes.
■
Open the onscreen keyboards.
Just as you can drag the mouse to select text or move objects on your computer, you
can drag the stylus to select text. You can also use the stylus to drag the slider of
any scroll bar.
Elements of the handheld interface
There are many common elements in the handheld interface. These elements are
described in this section.
Menu
bar
Icons
Menu bar
Tap the menu bar to access a set of application-specific
commands. Not all applications have a menu bar.
Icons
Tap the icons to display applications , open menus ,
perform a HotSync operation , and to find text anywhere
in your data .
See “Opening applications,” “Using menus,” and “Finding
information” in Chapter 4, and “Buttons Preferences” in
Chapter 14 for more information about using these icons.
Contrast control
Tap the Contrast icon to open the Adjust Contrast dialog
box. Drag the slider to adjust the contrast.
13
Chapter 2
Exploring Your Handheld
Clock
Tap the Clock icon to display the current time and date.
The display closes automatically after two seconds.
ABC
With the cursor in an input field, tap ABC to activate the
alphabetic keyboard.
123
With the cursor in an input field, tap 123 to activate the
numeric keyboard.
Previous/next arrows
Pick list
Check
box
Scroll
bar
Command button
Check box
Tap a check box to select or deselect it. When a check box
contains a check mark, the corresponding option is selected
and active. When a check box is empty, the corresponding
option is deselected and inactive.
Command buttons
Tap a button to perform a command. Command buttons
appear at the bottom of dialog boxes and application
screens.
Previous/next arrows
Tap the left and right arrows to display the previous and
next records; tap the up and down arrows to display the
previous and next pages of information.
Pick list
Tap the arrow to display a list of choices, and then tap an
item in the list to select it.
Scroll bar
Drag the slider, or tap the top or bottom arrow, to scroll the
display one line at a time. To scroll to the previous page, tap
the scroll bar just above the slider. To scroll to the next page,
tap the scroll bar just below the slider.
You can also scroll to the previous and next pages by
pressing the upper and lower scroll buttons on the front
panel of your handheld.
14
Tapping and typing
Displaying online tips
Many of the dialog boxes that appear on your handheld contain an online Tips icon
in the upper-right corner. Online tips anticipate questions you might have in a
dialog box, provide shortcuts for using the dialog box, or give you other useful
information.
To display an online tip:
1.
Tap the Tips icon
.
2.
After you review the tip, tap Done.
15
Chapter 2
16
Exploring Your Handheld
CHAPTER 3
Entering Data on Your Handheld
This chapter explains several ways to enter data on your handheld:
■
Using the onscreen keyboard
■
Using Graffiti® 2 writing
■
Entering or importing data in Palm™ Desktop software and then synchronizing
with your handheld
■
Beaming data between devices with infrared (IR) ports
■
Using Note Pad
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text or numbers
on your handheld. You can also use Graffiti 2 writing when the keyboard is open,
which makes it easy to switch between these two methods of entering data.
To use the onscreen keyboard:
1.
Open any application (such as Memo Pad).
2.
Tap an existing record, or tap New.
3.
Tap ABC to open the alphabetic keyboard, or tap 123 to open the numeric
keyboard.
Tap here for
alphabetic keyboard
Tap here for
numeric keyboard
17
Chapter 3
Entering Data on Your Handheld
4.
Tap the characters to enter text and numbers.
When a keyboard is open, you can tap the abc, 123, or Int’l boxes to open any of
the other keyboards, including the international keyboard.
Alpha
Tab
Backspace
Carriage return
Caps lock
Caps shift
Numeric
Tap here to display
alphabetic keyboard
Tap here to display
numeric keyboard
International
Tap here to display
international keyboard
After you finish, tap Done to close the onscreen keyboard and place the text in
the record.
Using Graffiti 2 writing to enter data
In this section you learn the procedures for creating letters, numbers, punctuation,
and symbols, as well as some Graffiti 2 tips and tricks.
Most people find they can enter text quickly and accurately with only minutes of
practice. Graffiti 2 writing includes any character you can type on a standard
keyboard. The Graffiti 2 characters closely resemble the letters of the regular
alphabet, which makes Graffiti 2 writing easy to learn. Some characters are formed
using a single stroke while others are formed with more than one stroke.
There are four basic concepts for success with Graffiti 2 writing:
18
■
If you draw the character shape exactly as shown in the tables later in this
chapter, you can achieve close to 100 percent accuracy.
■
The heavy dot on each shape shows where to begin the stroke. Certain
characters have similar shapes but different beginning and end points. Always
begin the stroke at the heavy dot. (You should not create the heavy dot; it is there
only to show you where to begin the stroke.)
Using Graffiti 2 writing to enter data
■
Graffiti 2 includes symbols made with a single stroke and symbols made with
multiple strokes. With some multi-stroke symbols, the first stroke is the same as
a single stroke symbol. As a result, the down stroke for the letter “i” cannot be
recognized as an “i” at the end of the down stroke. The “i” will not be
recognized as an “i” until you enter another symbol that establishes, by its
shape or position, that the down stroke was not part of a two-stroke character
(such as a “t” or “k”), or until a limited time window expires. Similarly,
recognition of a space symbol (a horizontal stroke from left to right) or a period
symbol after a down stroke is dependent upon where the down stroke was
drawn.
■
The input area is divided into two parts: one for writing lowercase letters and
one for writing numbers. Capital letters are formed across the imaginary line
that divides the two areas. The small marks at the top and bottom of the input
area indicate the two areas.
Write letters here
Write numbers here
Write capital letters
across the imaginary
division line
Division marks
To write Graffiti 2 characters:
1.
Tap the screen where you want your text to appear.
You need to tap above the input area, and you must see a blinking cursor before
you write the text.
2.
Use the tables on the following pages to find the stroke shape for the letter you
want to create. For example, the stroke shown below creates the letter n.
Lift stylus
here
Start stroke
at heavy dot
3.
Position the stylus in the left side of the input area.
4.
Start your stroke at the heavy dot, and draw the stroke shape as it appears in
the tables.
5.
Lift the stylus from the screen at the end of the stroke shape.
When you lift the stylus from the screen, your handheld recognizes your stroke
immediately and prints the letter at the insertion point on the screen.
As soon as you lift the stylus from the screen, you can begin the stroke for the next
character you want to write.
19
Chapter 3
Entering Data on Your Handheld
To delete Graffiti 2 characters:
■
Set the insertion point to the right of the character you want to delete and make
the backspace stroke in the input area.
Backspace
Graffiti 2 tips
When using Graffiti 2 writing, keep these tips in mind:
■
Accuracy improves when you write large characters. Draw strokes that nearly
fill the input area.
■
Write at natural speed. Writing too slowly can generate recognition errors.
■
Press firmly and do not write on a slant. Vertical strokes should be parallel to
the sides of the input area.
■
Alternate stroke shapes are available for some characters. You can use the
Graffiti 2 Preferences screen to choose the one that’s easiest for you.
See “Graffiti 2 Preferences” in Chapter 14 for details.
Graffiti 2 alphabet
The Graffiti 2 alphabet consists of the following letters:
Draw letters on LEFT side of input area
Letter
Strokes
A
B
C
D
E
F
G
H
I
1
K
M
20
Letter
1
J
2
L
2
N
Strokes
Using Graffiti 2 writing to enter data
Draw letters on LEFT side of input area
Letter
Strokes
Letter
O
P
Q
R
S
T
Strokes
1
2
U
V
W
X
1
Y
2
Z
A full-screen pen stroke brings up Graffiti 2 Help on your handheld. See “Pen
Preferences” in Chapter 14 for details.
TIP
Capital letters
Graffiti 2 writing automatically capitalizes the first letter of a new record or
sentence but you can also write additional capital letters.
To write additional capital letters:
■
Draw the same stroke shapes used for a lowercase letter, but write across the
imaginary division line in the middle of the input area.
Division marks
21
Chapter 3
Entering Data on Your Handheld
Graffiti 2 numbers
Writing numbers with Graffiti 2 writing is similar to writing letters of the alphabet,
except that you make the character strokes on the right side (numbers side) of the
input area.
Draw numbers on RIGHT side of input area
Number
Strokes
Number
0
1
2
3
4
1
2
Strokes
5
6
7
8
9
Punctuation marks
With Graffiti 2 writing you can create any punctuation mark that you can enter
from a standard keyboard. You can write the period and comma strokes on either
side of the input area. You must write other punctuation marks on a designated
side of the input area. Punctuation marks that appear in the following table must
be written on the left (letter) side of the input area.
Draw these marks on LEFT side of input area
Mark
22
Stroke
Mark
Period
.
Ampersand
&
Comma
,
Carriage
return
Apostrophe
'
At
@
Space
Straight quotes
“
Stroke
Using Graffiti 2 writing to enter data
Draw these marks on LEFT side of input area
Question
?
Tab
1
2
Exclamation
!
1
2
Punctuation marks that appear in the following table must be written on the right
(number) side of the input area.
Draw these marks on RIGHT side of input area
Mark
Stroke
Mark
Period
.
Backslash
\
Comma
,
Slash
/
Tilde
~
Left Paren
(
Dash
—
Right Paren
)
Plus
+
1
2
Asterisk
*
1
2
Stroke
Equal
=
Accented characters
When writing letters with accent marks, first write the letter stroke on the left side
(or in the center for uppercase letters) of the input area. Then quickly write the
accent stroke on the right side of the input area.
For example, the following diagram shows the strokes required to draw an
accented é.
23
Chapter 3
Entering Data on Your Handheld
You can use the following accent strokes in combination with Graffiti 2 letters:
Draw accents on RIGHT side of input area
Accent
Stroke
Accent
Acute
á
Dieresis
ä
Grave
à
Circumflex
â
Tilde
ã
Ring
å
Stroke
Using these accent strokes, you can write the following accented letters:
à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Symbols and other special characters
You can write symbols and other special characters using the Punctuation Shift
stroke.
NOTE You can also use the Punctuation Shift stroke to write punctuation marks.
To write symbols and special characters:
1.
Enter the Punctuation Shift stroke:
Punctuation
Shift
When Punctuation Shift is active, an up arrow symbol appears in the lowerright corner of the handheld screen. If you accidentally activate Punctuation
Shift, immediately enter the Punctuation Shift stroke again to cancel it, or wait
a moment and it will automatically disappear.
Punctuation Shift indicator
2.
24
Write the symbol or other special character shown in the table that follows. You
can make a symbol stroke anywhere in the input area.
Using Graffiti 2 writing to enter data
3.
(Optional) Enter an additional Punctuation Shift stroke to finish writing the
character and to make the character appear more quickly.
After the arrow disappears, the symbol appears.
Draw symbols on EITHER side of the input area
Graffiti 2 Gestures
Gestures enable you to use editing commands. To use gestures, draw the following
strokes on the left (letter) side of the input area:
Draw gestures on LEFT side of input area
Gesture
Stroke
Gesture
Cut
Paste
Copy
Undo
Stroke
Graffiti 2 ShortCuts
Graffiti 2 ShortCuts make entering commonly used words or phrases quick and
easy. ShortCuts are similar to the Glossary or Autotext features of some word
processors.
Graffiti 2 writing comes with several predefined ShortCuts, and you can also
create your own. Each ShortCut can represent up to 45 characters. For example,
you might create a ShortCut for your name or for the header of a memo.
See “ShortCuts Preferences” in Chapter 14 to learn about creating ShortCuts.
25
Chapter 3
Entering Data on Your Handheld
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
The ShortCut symbol appears at the insertion point to show that you are in
ShortCut mode.
ShortCut
Your handheld includes the predefined Graffiti 2 ShortCuts shown in the following
table.
Entry
Shortcut
Date Stamp
ds
Time stamp
ts
Date / time stamp
dts
Meeting
me
Breakfast
br
Lunch
lu
Dinner
di
Full-screen writing area
When Writing Area Preferences are turned on and active, you do not have to write
in the input area. You can write letters anywhere on the left side of the screen, or
write numbers anywhere on the right side of the screen. Capital letters are formed
in the middle of the screen straddling the imaginary dividing line between the left
and right sides.
When Writing Area Preferences are turned off or inactive, you must write character
strokes in the input area for your handheld to recognize them.
To use the full-screen writing area:
1.
Turn on Writing Area Preferences. See “Writing Area Preferences” in Chapter 14
for details.
2.
Open the application in which you want to use the full-screen writing area.
A shaded box appears in the lower-right corner of the screen.
26
Using your computer keyboard
3.
Position the cursor where you want the characters to appear.
4.
Do any of the following:
– Write lowercase Graffiti 2 letters anywhere on the left side of the screen.
– Write numbers anywhere on the right side of the screen.
– Write uppercase letters in the middle of the screen.
– Write the Punctuation Shift stroke before writing symbols and other special
characters.
– Access buttons and other controls that appear on the screen by tapping and
holding the control until it activates.
To temporarily disable the full-screen writing area:
■
Tap the shaded box in the lower-right corner.
The shaded box changes to a box outline and Writing Area Preferences are
deactivated.
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer keyboard, you can
use Palm Desktop software or any supported personal information manager (PIM)
to enter information. You can then perform a HotSync® operation to synchronize
the information on your computer with the information on your handheld. Many
of the applications that came with your handheld are also available in Palm
Desktop software and in most PIMs, so you don’t need to learn different
applications. For more information on entering data on your computer, refer to the
online Help in Palm Desktop software and the Palm Desktop Software for the
Macintosh User’s Guide on the Desktop Software CD-ROM.
Importing data
If you have data stored in computer applications such as spreadsheets and
databases, or if you want to import data from another handheld, you can transfer
the data to your handheld without having to type it. Save the data in one of the file
formats listed in the next section, import it into Palm Desktop software, and then
perform a HotSync operation to transfer the data to your handheld.
Importing data from a Windows computer
Palm Desktop software can import data in the following file formats:
■
Comma-delimited (.csv, .txt): Address Book and Memo Pad only
■
Tab-delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
■
CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■
vCal (.vcs): Date Book only
27
Chapter 3
Entering Data on Your Handheld
■
vCard (.vcf): Address Book only
■
Date Book archive (.dba)
■
Address Book archive (.aba)
■
To Do List archive (.tda)
■
Memo Pad archive (.mpa)
Archive formats can be used only with Palm Desktop software. Use the archive file
formats to share information with other people who use a Palm OS® handheld or
to create a copy of your important Palm Desktop information.
To import data from a Windows computer:
1.
Open Palm Desktop software.
2.
Click the application into which you want to import data.
3.
If you are importing records that contain a field with category names, do the
following:
Select All in the Category box.
Be sure that the same categories that appear in the imported file also exist in the
application. If the categories do not exist, create them now; otherwise, the
records are imported into the Unfiled category.
4.
From the File menu, select Import.
5.
Select the file you want to import.
6.
Click Open.
If you are importing a vCal or vCard file, skip to step 10. You do not have to
specify which fields correspond to the imported data.
7.
To import data into the correct Palm Desktop fields, drag fields in the left
column so that they are opposite the corresponding imported field on the right.
8.
If you don’t want to import a field, click the check box for that field to deselect it.
9.
Click OK.
The imported data is highlighted in the application.
10. To
add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
28
Importing data
Using File Link
The File Link feature enables you to import Address Book and Memo Pad
information, such as a company phone list, to your handheld from a separate
external file on your Windows computer. You can configure the File Link feature
to check for changes to the external file when you perform a HotSync operation.
HotSync Manager stores the data in a separate category in Palm Desktop software
and on your handheld.
With File Link, you can import data stored in any of the following formats:
■
Comma-separated (*.csv)
■
Memo Pad archive (*.mpa)
■
Address Book archive (*.aba)
■
Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.
Importing data from a Mac computer
Palm Desktop software can import data from any applications that can export the
data in any of the following file formats:
■
Tab-delimited file
■
Text
■
Palm Desktop software for Mac
■
vCal (.vcs)
■
vCard (.vcf)
For example, you can export tab-delimited files from applications such as:
FileMaker Pro, Meeting Maker, Now Contact, and Now Up-to-Date.
To import data from a Mac computer:
1.
Open Palm Desktop software.
2.
From the File menu, select Import.
3.
Select the file you want to import.
4.
Click Open.
5.
If you want to change the order of the fields you’re importing, point to a field,
wait for the cursor to change to a double arrow, and then drag the field to a new
location.
29
Chapter 3
Entering Data on Your Handheld
6.
If you do not want to import a field, click the arrow between the field names.
7.
From the Fields pop-up menu, select the appropriate field.
8.
From the Delimiters pop-up menu, select the appropriate delimiter.
9.
Click OK.
10. To
add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
Beaming data
Your handheld is equipped with an IR port that is located at the top of the
handheld, behind the small dark shield. The IR port supports the IrCOMM
implementation of the standards for infrared communication established by the
Infrared Data Association (IrDA). This means that you can beam data to any
nearby device that supports the IrCOMM implementation of the IrDA standards
and that can read the type of data you’re beaming. For example, you can beam an
Address Book entry to a Palm OS handheld, a mobile phone, or a computer that’s
equipped with an IR port and that can read vCard data.
You can beam the following information between devices with an IR port:
■
The record currently displayed in Date Book, Address Book, Note Pad, To Do
List, or Memo Pad
■
All records of the category currently displayed in Address Book, To Do List,
Note Pad, or Memo Pad
■
A special Address Book record that you designate as your business card,
containing information you want to exchange with business contacts
■
An application installed in RAM memory
You can also perform HotSync operations using the IR port.
See “Conducting IR HotSync operations” in Chapter 13 for more details.
TIP
To select a business card:
30
1.
Create an Address Book record that contains the information you want on your
business card.
2.
Tap the Menu icon
3.
In the Record menu, tap Select Business Card.
4.
Tap Yes.
.
Beaming data
To beam a record, business card, or category of records:
1.
Locate the record, business card, or category you want to beam.
2.
Tap the Menu icon
3.
Tap one of the following from the Record menu:
.
– The Beam command for an individual record.
– In Address Book only: Beam Business Card.
– In Note Pad only: If you are beaming to someone using an earlier version of
Note Pad, tap Compatibility, and then tap Beam.
– Beam Category.
You can also press and hold the Address Book application button to
instantly beam your business card to another device with an IR port.
TIP
4.
When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving device.
For best results, Palm™ handhelds should be between 10 centimeters
(approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the
path between the two handhelds must be clear of obstacles. The beaming
distance to other devices may be different.
5.
Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
To beam an application:
1.
Open the Home screen.
2.
Tap the Menu icon
3.
From the App menu, tap Beam.
4.
Tap the application you want to transfer.
.
Some applications are copy-protected and cannot be beamed. These are listed
with a lock icon next to them.
5.
Tap Beam.
6.
When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving device.
7.
Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
31
Chapter 3
Entering Data on Your Handheld
To receive beamed information:
1.
Turn on your handheld.
2.
Point the IR port directly at the IR port of the transmitting device to open the
Beam dialog box.
3.
(Optional) Tap the category pick list and select a category for the incoming
information. You can also create a new category or leave the information
unfiled.
4.
Tap Yes.
■
You can set the full-screen pen stroke to beam the current entry.
See “Pen Preferences” in Chapter 14 for more information.
■
You can draw the Graffiti 2 Command stroke to activate the Command toolbar,
and then tap the beam icon.
■
You can use the Graffiti 2 Command stroke “/ B” to beam the current entry.
Beaming tips
Using Note Pad
In addition to using Graffiti 2 characters and the onscreen keyboard, you can enter
data on your handheld using the Note Pad application. When you use Note Pad,
you write quick notes directly on the handheld screen in your own handwriting.
See Chapter 10 for more information and instructions.
32
CHAPTER 4
Working with Applications
This chapter explains how to open and switch between applications on your
handheld, how to change application settings so they are personalized to your
work methods, and how to categorize applications so you view them in related
groups.
Opening applications
You can tap the Home icon to display the applications installed on your handheld.
To open an application, just tap the application’s icon. You can also press the Date
Book and Address Book buttons to turn on your handheld and automatically open
these applications.
Home icon
Date Book
Address Book
In addition to providing a way for you to open applications, the Home screen
displays the current time, battery level, and application category.
33
Chapter 4
Working with Applications
To open an application on your handheld:
1.
Tap the Home icon
.
2.
Tap the icon of the application that you want to open. If you have many
applications installed on your handheld, tap the scroll bar to see all your
applications.
You can also open an application from the Home screen by writing the Graffiti® 2
character for the first letter of its name. The Home screen scrolls to the first
application with a name that begins with that letter.
Switching between applications
When working with any application, select the Home icon
or press an
application button on your handheld to switch to another application. Your
handheld automatically saves your work in the current application and displays it
when you return to that application.
Categorizing applications
The category feature allows you to manage the number of application icons that
appear in the Home screen. You can assign an application to a category and then
display a single category or all your applications.
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Games, Main, and System.
You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories.
To categorize an application:
34
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Category on the App menu.
Changing the Home screen display
4.
Tap the pick list next to each application to select a category.
To create a new category, tap Edit Categories from the pick list. Tap New,
enter the category name, and then tap OK to add the category. Tap OK again
to close the Edit Categories dialog box.
TIP
5.
Tap Done.
To display applications by category:
1.
Tap the Home icon
.
2.
Do one of the following:
– Tap the Home icon
repeatedly to cycle through all your categories.
– Tap the pick list in the upper-right corner of the screen, and select the
category you want to display.
Changing the Home screen display
By default, the Home screen displays each application as an icon. As an alternative,
you can choose to show a list of applications. You can also choose to view the same
category of applications each time you open the Home screen.
To change the Home screen display:
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Options, and then select Preferences.
4.
Tap the View By pick list and select List.
5.
Tap OK.
To open the Home screen to the last opened category:
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Options, and then select Preferences.
4.
Tap the Remember Last Category check box to select it.
5.
Tap OK.
Selecting copy settings
When using the copy feature, you can set the following:
■
How applications are sorted and listed
■
Whether to copy only the application or both the application and its data files
35
Chapter 4
Working with Applications
To select copy settings:
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Copy on the App menu.
4.
Tap Settings.
5.
Tap the Sort By pick list and select Name or Size.
6.
Tap the Copy Application Only check box to select it if you want to copy only
the application files. Leave it deselected if you want to copy both the application
file and its associated data file(s).
7.
Tap OK.
NOTE The Sort By setting is in effect each time you use the copy feature. Each time
you want to copy an application only, you must select the Copy Applications Only
check box.
Using menus
Menus on your handheld are easy to use. Once you have mastered them in one
application, you can use them the same way in all other applications.
Some of the menus in each application may be illustrated in the chapter that
discusses that application.
To open the menu bar:
1.
Open an application (such as Memo Pad).
2.
Do one of the following:
– Tap the Menu icon
.
– Tap the highlighted title area at the top of the screen.
Tap the title area
Tap the Menu icon
36
Choosing a menu
Choosing a menu
The menus and menu commands that are available depend on the application that
is currently open. Also, the menus and menu commands vary depending on which
part of the application you’re currently using. For example, in Memo Pad, the
menus are different for the Memo list screen and the Memo record screen.
To select a menu command with the stylus:
1.
Open the menu bar for an application.
2.
Tap the menu that contains the command you want to use.
3.
Tap the command you want to use.
Graffiti 2 menu commands
Most menu commands have an equivalent Graffiti 2 Command stroke, which is
similar to the keyboard shortcuts used to execute commands on computers. The
command letters appear to the right of the command names.
When you draw the Command stroke anywhere in the input area, the Command
toolbar appears just above the input area to indicate that you are in Command
mode.
Command
Undo
Cut Copy Paste
Beam
Delete
The Command toolbar displays context-sensitive menu commands for the active
screen. For example, if text is selected, the menu icons displayed may be Undo,
Cut, Copy, and Paste. Tap an icon to select the command, or immediately write
the corresponding command letter for an appropriate command in the input area.
For example, to select Paste from the Edit menu, draw the Command stroke,
followed by the letter p.
Command mode is active only for a short time, so you must tap an icon or write
the command letter immediately to select the menu command.
37
Chapter 4
Working with Applications
Choosing application preferences
You can set options that affect an entire application in the application’s
Preferences dialog box.
To change preferences for an application:
1.
Open an application.
2.
Tap the Menu icon
3.
Select Options, and then select Preferences.
.
NOTE Not all applications have a Preferences command.
4.
Make changes to the settings.
5.
Tap OK.
Performing common tasks
The tasks described in this section use the term records to refer to an individual item
in any of the applications: a single Date Book event, Address Book entry, Note Pad
note, To Do List item, Memo Pad memo, or Expense item.
Creating records
You can use the following procedure to create a new record in Date Book, Address
Book, To Do List, Note Pad, Memo Pad, and Expense.
To create a record:
1.
Select the application in which you want to create a record.
2.
Tap New.
3.
In Date Book only: Select start and end times for your appointment, and tap OK.
4.
Enter text for the record.
5.
(Optional) Tap Details to select attributes for the record. (In Note Pad the
Details command is located on the Options menu.)
6.
In Address Book, Note Pad, and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it automatically.
38
Performing common tasks
Editing records
After you create a record, you can change, delete, or enter new text at any time.
Two screen features tell you when your handheld is in Edit mode:
■
A blinking cursor
■
One or more dotted edit lines
Blinking cursor
Edit line
NOTE In Note Pad you can write anywhere on the screen. Therefore, you will
not see an edit line or blinking cursor unless the cursor is in the title line.
Entering text
For information on how to enter text using Graffiti 2 writing, the onscreen
keyboard, or the keyboard attached to your computer, see Chapter 3. For
information on entering text in Note Pad, see Chapter 10.
Using the Edit menu
The Edit menu is available with any screen where you enter or edit text. In general,
commands available in the Edit menu apply to text that you select in an application.
To select text in an application:
1.
Tap the beginning of the text that you want to select.
2.
Drag the stylus over the text to highlight it (in yellow).
NOTE You can also double-tap to select a word, or triple-tap to select a line of
text. You can also drag across the text to select additional words, or drag down
to select a group of lines.
The following commands may appear in an Edit menu:
Undo
Reverses the action of the last edit command. For example, if you
used Cut to remove text, Undo restores the text you removed. Undo
also reverses deletions you made using backspace.
Cut
Removes the selected text and stores it temporarily in the memory
of your handheld. You can paste the text you cut into another area
of the current application or into a different application.
39
Chapter 4
Working with Applications
Copy
Copies the selected text and stores it temporarily in the memory of
your handheld. You can paste the text that you copy into another
area of the current application or into a different application.
Paste
Inserts the text that you cut or copied at the selected point in a
record. The text you paste replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.
Select All
Selects all of the text in the current record or screen. This enables
you to cut or copy all of the text and paste it elsewhere.
Keyboard
Opens the onscreen keyboard. After you finish with the onscreen
keyboard, tap Done.
Graffiti 2 Help
Opens screens that show all the Graffiti 2 character strokes. Use this
command anytime you forget a stroke for a character.
Deleting records
To delete a record:
1.
Select the record you want to delete.
2.
Tap the Menu icon
3.
Select the Delete command on the Record menu.
4.
Tap OK.
.
If you chose to save a copy of the selected item, your handheld transfers it to the
archive file on your desktop the next time you perform a HotSync® operation.
To delete a record using an alternate method:
■
Delete the text of the record.
■
In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog
box for the record, tap Delete, and then tap OK.
NOTE When deleting a repeating event in Date Book, you can choose to delete
the current repeating event, current and future events, or all instances of that
event.
■
40
In Note Pad, open the note you want to delete, and then tap Delete.
Performing common tasks
Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate
records in these applications that have outlived their usefulness. For example,
events that occurred months ago remain in the Date Book, and To Do List items
that you marked as completed remain in the list, as do Expense items.
All these outdated records take up memory on your handheld, so it’s a good idea
to remove them by using Purge. If you think Date Book or To Do List records might
prove useful later, you can purge them from your handheld and save them in an
archive file on your computer.
Purging is not available in Address Book, Note Pad, or Memo Pad. You must delete
outdated records manually from these applications.
To purge records:
1.
Open the application.
2.
Tap the Menu icon
3.
Select Purge on the Record menu.
.
A confirmation dialog box appears.
Tap the pick list and select how old a record must be to be purged.
Purge deletes repeating events if the last of the series ends before the date that
you purge records.
Date Book:
Date Book, To Do List: If you want to save a copy of the purged records to an
archive file on your desktop, be sure that the check box is selected. If you don’t
want to save a copy, tap the check box to deselect it.
Expense: Select the category you want to purge. All data in the selected category
will be purged and there is no archive option.
4.
Tap OK, or in Expense, tap Purge.
If you chose to save a copy of the purged records, your handheld transfers them to
an archive file on your desktop the next time you perform a HotSync operation.
NOTE Purging does not happen automatically. You must select the command to
make it happen.
Categorizing records
You can organize records in the Address Book, Note Pad, To Do List, Memo Pad,
and Expense applications so that they are grouped logically into categories and are
easy to review.
When you create a record, your handheld automatically places it in the category
that is currently displayed. If the category is All, your handheld assigns it to the
Unfiled category. You can leave an entry as Unfiled or assign it to a category at any
time.
41
Chapter 4
Working with Applications
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories in each
application.
Address Book contains the QuickList user-defined category, in which you can
store the names, addresses, and phone numbers you might need in emergencies
(doctor, fire department, lawyer, and so on).
Expense contains two user-defined categories, New York and Paris, to show how
you might sort your expenses according to separate business trips.
The illustrations in this section come from Address Book, but you can use these
procedures in all the applications in which categories are available.
To move a record into a category:
1.
Select the record you want to categorize.
2.
In Address Book only: Tap Edit.
3.
Tap Details.
4.
Tap the Category pick list to display the list of available categories.
5.
Select the category for the record.
6.
Tap OK.
NOTE In Address Book, Note Pad, and Memo Pad you can select the category
name in the upper-right corner of the screen to assign the item to a different
category.
To display a category of records:
1.
Tap the category pick list in the upper-right corner of the list screen.
Tap here
NOTE In the Date Book Agenda view, the pick list is in the upper right of the
To Do list.
42
Performing common tasks
2.
Select the category you want to view.
The list screen now displays only the records assigned to that category.
Pressing an application button on your handheld scrolls through all the
categories of that application except for Unfiled. This feature is not available in
Date Book.
TIP
To define a new category:
1.
Tap the category pick list in the upper-right corner of the screen or list.
2.
Select Edit Categories.
3.
Tap New.
4.
Enter the name of the new category, and then tap OK.
5.
Tap OK.
You can assign any of your records to the new category.
To rename a category:
1.
Tap the category pick list in the upper-right corner of the screen or list.
2.
Select Edit Categories.
3.
Select the category that you want to rename, and then tap Rename.
4.
Enter the new name for the category, and then tap OK.
5.
Tap OK.
You can group the records within two or more categories into one
category by giving the categories the same name. For example, if you change
the name of the Personal category to Business, all records formerly in the
Personal category appear in the Business category.
TIP
43
Chapter 4
Working with Applications
Finding information
Your handheld offers several ways for you to find information quickly:
Find locates any text that you
specify, always starting with the current application.
■
All applications that reside on your handheld:
■
Date Book, To Do List, Memo Pad: Phone Lookup displays the Address list
screen and enables you to add to a record the information that appears in
this list.
■
Address Book: The Look Up line enables you to scroll immediately to a name
when you enter the first letters of that name.
■
Expense: Lookup displays the names in your Address Book that have data in the
Company field. You can add these names to a list of attendees associated with
an Expense record.
Looking up Address Book records
In Address Book you can use the Look Up line with the stylus to look up and
quickly scroll to any of your Address Book entries.
To look up an Address Book record with the stylus:
1.
From the Address list screen, enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If you write another
letter, the list scrolls to the first entry that starts with those two letters. For
example, writing an s scrolls to “Sands,” and writing sm scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.
2.
44
Tap the record to view its contents.
Performing common tasks
Using Find
You can use Find to locate any text that you specify, in any application that resides
on your handheld.
To use Find:
1.
Tap the Find icon
.
If you select text in an application before you tap Find, the selected text
automatically appears in the Find dialog box.
TIP
2.
Enter the text that you want to find.
Find is not case sensitive. For example, searching for the name “davidson” also
finds “Davidson.”
Find locates any words that begin with the text you enter. For example,
searching for “plane” finds “planet” but not “airplane.”
3.
Tap OK.
Find searches for the text in all records and all notes.
As your handheld searches for the text, you can tap Stop at any time. You may
want to do this if the entry you want appears before your handheld finishes the
search. To continue the search after you tap Stop, tap Find More.
4.
Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address list screen. You can insert the information
from an Address Book record to another application, such as Date Book.
To use Phone Lookup:
1.
Display the record in which you want to insert a phone number. The record can
be in Date Book, To Do List, Memo Pad, or any other application that takes
advantage of this feature.
2.
Tap the Menu icon
3.
Select Options, and then select Phone Lookup.
.
45
Chapter 4
Working with Applications
4.
Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the first letter you
enter. Continue to spell the name you’re looking for, or when you see the name,
tap it.
5.
Tap Add.
The name you selected, along with the information associated with it, is pasted
into the record you selected in step 1.
Using Graffiti 2 commands with Phone Lookup
Write the Graffiti 2 Command stroke “/L” to activate the Phone Lookup feature.
You can also activate it in the following circumstances:
■
While entering text: For example, to insert the full name and phone number for
someone with the last name Williams, write the Graffiti 2 characters for Wi and
then the Phone Lookup Command stroke “/L.”
If you have only one Address Book record that begins with Wi, your handheld
inserts the full name, such as Fred Williams (and its associated information). If
you have more than one name that begins with Wi, the Phone Lookup screen
appears and highlights the first record that begins with Wi.
■
Drag to highlight the text, and then write the Phone Lookup
Command stroke “/L.” Your handheld replaces the selected text and adds the
name and its associated information.
For selected text:
Looking up names to add to Expense records
In Expense, Lookup displays the names in your Address Book that have data in the
Company field. You can add these names to a list of attendees associated with an
Expense record.
To add names to an Expense record:
46
1.
Tap the Expense record to which you want to add names.
2.
Tap Details.
Performing common tasks
3.
Tap Who.
Tap here
4.
Tap Lookup.
The Attendees Lookup screen displays all the names in your Address Book that
have data in the Company field.
5.
Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6.
Repeat steps 4 and 5 to add more names.
7.
Tap Done.
8.
Tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the application. Sorting
is available in applications that have list screens: Address Book, Note Pad, To Do
List, Memo Pad, and Expense.
NOTE You can also assign records to categories. See “Categorizing records” earlier
in this chapter.
To sort records in To Do List and Expense:
1.
Open the application to display the list screen.
2.
Tap Show.
3.
Tap the Sort by pick list and select an option.
4.
Tap OK.
To sort records in Address Book, Note Pad, and Memo Pad:
1.
Open the application to display the list screen.
2.
Tap the Menu icon
3.
Select Options, and then select Preferences.
.
47
Chapter 4
Working with Applications
4.
Do one of the following:
Address Book:
Note Pad:
Tap the Sort by pick list and select Alphabetic, Date, or Manual.
Memo Pad:
5.
Tap the setting you want.
Tap the Sort by pick list and select Alphabetic or Manual.
Tap OK.
To sort the Note Pad or Memo list manually, tap and drag a note or memo to a
new location in the list.
To make the list appear in Palm™ Desktop software as you manually sorted it
on your handheld, open the application in Palm Desktop software and click Sort
by. Then select Order on Handheld.
Attaching notes
In Address Book, Date Book, To Do List, and Expense, you can attach a note to a
record. A note can be up to several thousand characters long. For example, for an
appointment in Date Book, you can attach a note with directions to the location.
To attach a note to a record:
1.
Display the entry to which you want to add a note.
2.
In Address Book only: Tap Edit.
3.
Tap Details.
4.
Tap Note.
5.
Enter your note.
6.
Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
■
Tap the Note icon
.
To delete a note:
48
1.
Tap the Note icon
2.
Tap Delete.
3.
Tap Yes.
.
Performing common tasks
Choosing fonts
In many applications, you can change the font style to make text easier to read. You
can choose small, small bold, large, or large bold fonts in each application that
enables you to change the font style.
Small font
Large font
Small bold
font
Large bold
font
To change the font style:
1.
Open an application.
2.
Tap the Menu icon
3.
Select Options, and then select Font.
4.
Tap the font style you want to use.
Tap here for
small font
5.
.
Tap here for small bold font
Tap here for large bold font
Tap here for large font
Tap OK.
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Chapter 4
Working with Applications
Receiving alerts
You can receive alerts on your handheld and in Palm Desktop software.
Receiving alerts on your handheld
When you use certain application settings, your handheld can alert you to any of
the following:
■
An appointment set in Date Book
■
A note created in Note Pad
■
An alarm set in World Clock
When an alert occurs, your handheld displays a reminder message. If you tap
Snooze in response to an alert message, your handheld reminds you of the item
again in five minutes. The Reminder screen displays alerts that await attention.
To respond to alerts, do one of the following:
■
Select an item’s check box to clear the item.
■
Tap an item (either the icon or the text description) to open the application
where the alarm was set. The application opens to the entry associated with the
alarm.
■
Tap Done to close the reminder list and return to the current screen. An
attention indicator will blink in the upper-left corner of the screen; tap it to view
the alert list again.
■
Tap Snooze to see the list again in five minutes.
If you tap Done or Snooze and view the reminder list later, the current time
appears in the Reminder bar and the original alert time appears with each list
item.
■
Tap Clear All to dismiss all alerts in the list.
Receiving alerts from Palm Desktop software
You can also set an option to receive Date Book event alerts from Palm Desktop
software. The feature is disabled by default, so you must enable it within Palm
Desktop software.
50
Installing and removing applications
To enable an event alert from Palm Desktop software:
1.
Double-click the Palm Desktop icon.
2.
From the Tools menu, select Options, and then select Alarms.
3.
Set Alarm Configuration options, either Always Available or Available only
when the Palm Desktop is running.
4.
(Optional) To hear an alert sound as well as receive an alert message, select the
check box Play audible notification with alarm dialog box.
5.
Click OK.
Hiding or masking private records
You can use the Security Preferences to set a password and select whether to mask
your private records or hide them completely. See “Security Preferences” in
Chapter 14 for details.
Installing and removing applications
This section explains how to install and remove applications and other files on
your handheld, and how to remove Palm Desktop software from your computer.
Installing files and add-on applications
Your handheld comes with many applications installed and ready to use. During
a HotSync operation you can also install additional applications, such as games
and other software, on your handheld. Applications or games that you install on
your handheld reside in RAM memory, and you can delete them at any time.
Files that are not associated with an application on your handheld may not be
installed during a HotSync operation.
Both applications and files are easy to install during a HotSync operation. You can
install the following types of files:
■
Palm OS® file types, including PRC and PDB
Various third-party applications are available for your handheld. To learn more
about these applications, go to the web site: www.palm.com.
NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm ™ handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application.
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Chapter 4
Working with Applications
Installing applications and files on a Windows computer
Palm™ Quick Install makes it easy to install applications and files during the next
HotSync operation. You can even install compatible files directly from a Zip file.
You can use any of the following methods to install applications and files with
Palm Quick Install:
■
Drag and drop files onto the Palm Quick Install icon on the Windows desktop.
■
Drag and drop files onto the Palm Quick Install window.
■
Use the commands or buttons in the Palm Quick Install window.
■
Right-click a file and send it to Palm Quick Install.
The procedures that follow explain how to install applications and files using each
of these methods.
To drag and drop applications or files onto the Palm Quick Install icon:
1.
Copy or download the application(s) or file(s) you want to install onto your
computer.
2.
From My Computer or Windows Explorer, select the file(s) or folder that you
want to install.
3.
Drag and drop the file(s) or folder onto the Palm Quick Install icon on the
Windows desktop.
Palm Quick Install displays a confirmation dialog box, and you can choose the
username to which the files will be installed.
4.
Click OK.
The selected files are placed in the Handheld file list.
5.
Perform a HotSync operation to install the files. See “Conducting cable HotSync
operations” in Chapter 13 for details.
NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed.
52
Installing and removing applications
To drag and drop applications or files onto the Palm Quick Install window:
1.
Copy or download the application(s) or file(s) you want to install onto your
computer.
2.
Double-click the Palm Quick Install icon on the Windows desktop.
Handheld file list
Status bar
3.
From My Computer or Windows Explorer, select the file(s) or folder that you
want to install.
4.
Drag and drop the file(s) or folder onto the handheld file list.
If a No symbol appears when you attempt to drag a file onto a file list, that file
is not supported on that destination.
The status bar shows the number of files selected and their total size. However
since some file types are compressed during synchronization they may actually
require less space then the amount shown in the file size column or status bar.
5.
Perform a HotSync operation to install the files. See “Conducting cable HotSync
operations” in Chapter 13 for details.
NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed.
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Chapter 4
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To use the command buttons in the Palm Quick Install window:
1.
Copy or download the application(s) or file(s) you want to install onto your
computer.
2.
Double-click the Palm Quick Install icon on the Windows desktop.
User dropdown list
Add button
Status bar
3.
In the User drop-down list, select the name that corresponds to your handheld.
4.
Click Add.
TIP
5.
To install a folder, open the File menu and select Add Folder.
Select the application(s) or file(s) that you want to install.
If you do not see the application(s) or file(s) in the default folder, navigate to the
folder that contains the application(s) or file(s) that you want to install.
6.
Click OK.
The status bar shows the number of files selected and their total size. However
since some file types are compressed during synchronization they may actually
require less space then the amount shown in the file size column or status bar.
7.
Perform a HotSync operation to install the selected application(s).
See “Conducting cable HotSync operations” in Chapter 13 for details.
NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed.
54
Installing and removing applications
To use the right-click menu to send the file to Palm Quick Install:
1.
Copy or download the application(s) or file(s) you want to install onto your
computer.
2.
From My Computer or Windows Explorer, right-click the file(s) or folder that
you want to install.
3.
Select Send To and then select Palm Quick Install.
Palm Quick Install displays a confirmation dialog box that shows that the files
will be installed on your handheld.
4.
Click OK.
The selected files are placed in the Handheld file list.
5.
Perform a HotSync operation to install the files. See “Conducting cable HotSync
operations” in Chapter 13 for details.
Any unrecognized files are not installed.
Palm Quick Install tips
The following tips can help you use Palm Quick Install most effectively:
■
When you drag and drop a folder, Palm Quick Install looks at files in the first
level of subfolders only; it does not look at folders nested inside the subfolders.
■
To install files in a different location, start Palm Quick Install and drag the files
to a different file list.
■
You can also access the Palm Quick Install window by clicking Quick Install on
the Palm Desktop Launch bar.
Installing applications and files on a Mac computer
The Install Tool makes it easy to install applications and files on your handheld
during a HotSync operation.
To install add-on software on your handheld using a Mac computer:
1.
On your Mac computer, copy or download the application you want to install
into the Add-on folder in your Palm folder.
2.
Double-click the HotSync Manager icon in the Palm folder.
3.
From the HotSync menu, select Install Handheld Files.
55
Chapter 4
Working with Applications
4.
From the User pop-up menu, select the name that corresponds to your
handheld.
5.
Click Add To List.
If the file you want to install is not listed in the dialog box, go to the folder to
which you copied the file. Most handheld application files have the extension
PRC or PDB.
6.
Select the application(s) you want to install.
7.
Click Add File to add the selected application to the Install Handheld Files list.
You can also drag files, or folders of files, to the list in the Install Handheld
Files dialog box. The files are copied to the Files To Install folder.
TIP
56
Installing and removing applications
8.
Close the Install Handheld Files window.
9.
Perform a HotSync operation to install the selected application(s) on your
handheld. See “Conducting cable HotSync operations” in Chapter 13 for
details.
NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if the file type was not recognized during the
HotSync operation. For your handheld to recognize such a file, you must first
launch the associated application at least once.
Removing applications
If you run out of memory or decide that you no longer need an application you
installed, you can remove applications from your handheld. You can remove only
add-on applications, patches, and extensions that you install; you cannot remove
the applications that reside in the ROM portion of your handheld.
To remove an add-on application:
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Delete on the App menu.
4.
Tap the application that you want to remove.
5.
Tap Delete.
6.
Tap Yes.
7.
Tap Done.
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove it from your
computer.
This process removes only the application files. The data in your Users folder
remains untouched.
IMPORTANT If you remove Palm Desktop software, you also remove the HotSync
Manager synchronization software and can no longer synchronize with your
computer. If you are using another personal information manager (PIM), such as
Microsoft Outlook, you must have Palm Desktop software installed to synchronize
your handheld with this application.
NOTE You may need to modify the steps shown here to accommodate the version
of the operating system installed on your computer.
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Chapter 4
Working with Applications
To remove Palm Desktop software from a Windows computer:
1.
From the Windows Start menu, select Settings and then click Control Panel.
2.
Double-click the Add/Remove Programs icon.
3.
Click the Change or Remove Programs button.
4.
Select Palm Desktop.
5.
Click Change/Remove.
This process removes only the application files. The data in your Users folder
remains untouched.
6.
Click Yes in the Confirm File Deletion box.
7.
Click OK.
8.
Click Close.
To remove Palm Desktop software from a Mac computer:
58
1.
Insert the Desktop Software CD-ROM into the CD-ROM drive on your
computer.
2.
Double-click the Desktop Software CD-ROM icon on your desktop.
3.
Double-click the Palm Desktop Installer icon.
4.
From the Easy Install screen, select Uninstall from the pop-up menu.
5.
Select the software you want to remove.
6.
Click Uninstall.
7.
Select the folder that contains your Palm Desktop software files.
8.
Click Remove.
9.
Restart your computer.
CHAPTER 5
Using Address Book
Address Book enables you to keep names, addresses, phone numbers, and
other information about your personal or business contacts. You can also
attach notes to Address Book records (called entries) to enter additional
information about your contacts. Use Address Book to create your own
digital business card that you can beam to other devices with an infrared
(IR) port and an application that can read the data. See “Beaming data” in
Chapter 3 for more information.
To open Address Book:
■
Press the Address Book application button on the front panel of your handheld.
Address Book opens to display the list of all your records.
Address Book button
Press the Address Book application button repeatedly to cycle through the
categories in which you have records.
TIP
Creating an Address Book entry
You can create Address Book entries on your handheld, or you can use Palm™
Desktop software to create them on your computer and then transfer them to your
handheld with your next HotSync® operation.
For information on importing data into Address Book on your handheld,
see “Using Note Pad” in Chapter 3 and the Palm Desktop online Help.
To create a new Address Book entry:
1.
Press the Address Book application button
display the Address list.
2.
Tap New.
on the front of your handheld to
59
Chapter 5
Using Address Book
3.
Enter the last name of the person you want to add to your Address Book.
The handheld automatically capitalizes the first letter of each field (except
numeric and e-mail fields). You do not have to use the Graffiti® 2 capital stroke
to capitalize the first letter of the name.
4.
Enter the other information that you want to include in this entry.
5.
Tap the scroll arrows
6.
After you finish entering information, tap Done.
to move to the next page of information.
Tap Done
To create an entry that always appears at the top of the Address list, begin the
Last name or Company field with a symbol, as in *If Found Call*. This entry can
contain contact information in case you lose your handheld.
TIP
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate
with an Address Book entry. Any changes you make apply only to the current
entry.
To select other types of phone numbers in an entry:
1.
Tap the entry that you want to change.
2.
Tap Edit.
3.
Tap the pick list next to the label you want to change.
Tap
triangle
4.
60
Select a new label.
Creating an Address Book entry
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options that you can
associate with an entry.
To open the Address Entry Details dialog box:
1.
Tap the entry whose details you want to change.
2.
Tap Edit.
3.
Tap Details.
4.
Select any of the following settings:
Show in List
Select which type of phone or other information appears in
the Address list screen.
Category
Assign the entry to a category.
Private
Hide this entry when Security is turned on.
Using Address Book menus
Address Book menus are shown here for your reference, and Address Book
features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about selecting menu commands.
The Record and Options menus differ depending on whether you’re displaying the
Address list screen (shows all Address Book records) or the Address view screen
(for use within a specific Address Book record).
Record menus
Address list
Address view
Duplicate
Address
Makes a copy of the current record and displays the copy in
Address Edit so you can make changes to the copied record. The
copy has the same category and attached notes as the original
record.
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Chapter 5
Using Address Book
Options menus
Address Edit view
Address list
Preferences
Opens a dialog box where you can choose Address Book
display options.
Determines how Address Book
appears when you return to it from another application. If
you select this check box, Address Book shows the last
category you selected. If you deselect it, Address Book
displays the All category.
Remember Last Category.
Rename Custom
Fields
These custom fields appear at the end of the Address Edit
screen. Rename them to identify the kind of information
you enter in them. The names you give the custom fields
appear in all entries.
You can use these custom fields to track additional
information in your Address records, such as names of
spouses, children, or any other details.
62
CHAPTER 6
Using Calculator
Calculator enables you to perform basic calculations. You can store and
retrieve values, and display the last series of calculations.
To open Calculator:
1.
Tap the Home icon
.
2.
Tap the Calculator icon
.
Performing calculations
The Calculator includes several buttons to help you perform calculations.
Clears the entire calculation so that you can begin a fresh calculation.
Clears the last number you entered. If you make a mistake while
entering a number in the middle of a calculation, you can use this
button to reenter the number without starting the calculation over.
Toggles the current number between a negative and positive value.
If you want to enter a negative number, enter the number first and
then press the +/- button.
Places the current number into memory. Each new number you
enter with the M+ button is added to the total already stored in
memory. The number that you add can be either a calculated value
or any number you enter by pressing the number buttons. Pressing
this button has no effect on the current calculation (or series of
calculations); it merely places the value into memory until it is
recalled.
Recalls the stored value from memory and inserts it into the current
calculation.
Clears any value that is stored in the Calculator memory.
Calculates the square root of a number. Enter the number, and then
tap the square root button.
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Chapter 6
Using Calculator
Viewing Recent Calculations
The Recent Calculations command enables you to review the last series of
calculations and is particularly useful for confirming a series of “chain”
calculations.
To display recent calculations:
64
1.
Tap the Menu icon
.
2.
Select Options, and then select Recent Calculations.
3.
After you finish reviewing the calculations, tap OK.
CHAPTER 7
Using Date Book
Date Book enables you to quickly and easily schedule appointments or any
kind of activity associated with a time and date. You can attach notes to
Date Book records (called events) and set alarms to remind you when they
happen. You can also look at your schedule through four different views.
To open Date Book:
■
Press the Date Book application button on the front panel of your handheld.
Date Book opens to today’s schedule.
Date Book button
Press the Date Book application button repeatedly to cycle through the
Day, Week, Month, and Agenda views.
TIP
When you open Date Book, the screen shows the current date and a list of times for
a normal business day.
Scheduling an event
A Date Book event can be any kind of activity that you associate with a day. When
you schedule an event, its description appears on the time line, and its duration is
automatically set to one hour. You can easily change the start time and duration
for any event.
You can also schedule events in your Date Book that occur on a particular date but
have no specific start or end times, such as birthdays, holidays, and anniversaries.
These are referred to as untimed events. Untimed events appear at the top of the list
of times, marked with a diamond.
You can also schedule repeating events, such as a weekly meeting, and continuous
events, such as a three-day conference or a vacation.
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Chapter 7
Using Date Book
To schedule an event for the current day:
1.
Tap the time line that corresponds to the beginning of the event.
Tap a
time line
Time bar
shows
duration
Enter event
2.
Enter a description of the event. You can enter up to 255 characters.
3.
If the event is one hour long, skip to step 5. If the event is longer or shorter than
an hour, tap the time of the event to open the Set Time dialog box.
Tap the
time of an
event
You can also use the input area to open the Set Time dialog box. Make
sure that no event is selected, and then on the number side of the input area,
write a number for the start time of the event.
TIP
66
Scheduling an event
4.
Do one of the following:
– Tap the time columns on the right side of the Set Time dialog box to set the
start time, and then tap the End Time box and tap the time columns to set the
end time.
– Tap All Day to automatically insert the start and end time of the event as
defined in your Date Book preferences.
Start Time
highlighted
Tap to scroll to
earlier hours
Tap to change
hours
Tap to automatically
fill the start and end
times
Tap to change
minutes
Tap to scroll to
later hours
5.
Tap OK.
TIP To attach a note to an entry and work with attached notes, see “Attaching notes”
in Chapter 4.
A vertical line appears next to the time, indicating the duration of the event.
To schedule an event for another day:
1.
Select the date you want for the event by doing one of the following:
– Tap the day of the week that you want in the date bar at the top of the screen.
If necessary, tap the Previous week or Next week scroll arrows to move to
another week.
Previous
week
Next
week
Tap to select a day of
the current week
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Chapter 7
Using Date Book
– Use the scroll buttons to scroll to the next or previous day.
– Tap Go To at the bottom of the screen to open the Go to Date dialog box.
Select a date by tapping a year, month, and day in the calendar.
Previous year
Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
2.
After you locate the date, follow the steps for scheduling an event for the
current day.
To schedule an untimed event:
1.
Select the date that you want for the event.
2.
Tap New.
3.
Tap No Time.
You can also create a new untimed event by making sure no event is
selected and then writing letters in the input area.
TIP
68
Setting an alarm for an event
4.
Enter a description of the event.
New
untimed
event
No time
selected
After you create an event, you can select an event to view and change its contents.
To select an existing event:
■
Go to the day on which the event is scheduled, and then tap the event.
To reschedule an event:
1.
Select the event you want to reschedule.
2.
Tap Details.
3.
To change the time, tap the Time box and tap a new time.
4.
To change the date, tap the Date box and tap a new date.
5.
Tap OK.
Setting an alarm for an event
When you set an alarm, the Alarm icon
appears at the far right of the event.
When the alarm is triggered, a reminder message also appears onscreen.
To set an alarm for an event:
1.
Select the event to which you want to assign an alarm.
2.
Tap Details.
3.
Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears. This means that the alarm will sound 5
minutes before the scheduled time.
4.
(Optional) Tap the pick list to select Minutes, Hours, or Days.
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Chapter 7
Using Date Book
5.
(Optional) Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of
time units here
Tap here to
select unit of time
6.
Tap OK.
7.
When the reminder message appears onscreen, do one of the following:
– Tap OK to permanently dismiss the reminder and return to the current
screen.
– Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind you
of the pending alarm, and the reminder message appears again five minutes
later.
– Tap Go To to open Date Book. Date Book will open and display the event
associated with the alarm.
Alarm for untimed events: You
can set a silent alarm for an untimed event. In this
case the alarm is triggered at the specified period (if any) of minutes, hours, or days
before midnight (beginning) of the day of the untimed event. When the alarm is
triggered, the reminder list displays the alarm message until you clear it.
See “Receiving alerts” in Chapter 4 for details.
For example, you set an alarm for an untimed event that occurs on February 4. If
the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on
February 3. The reminder remains in the reminder list until you turn on your
handheld and dismiss it.
70
Scheduling repeating or continuous events
Scheduling repeating or continuous events
The Repeat function enables you to schedule events that recur at regular intervals,
such as a birthday or anniversary, or that extend over a period of consecutive days,
such as a vacation or conference.
To schedule a repeating or continuous event:
1.
Select the event.
2.
Tap Details.
3.
Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4.
Tap Day, Week, Month, or Year to set how often the event repeats.
For a continuous event, tap Day.
5.
On the Every line, enter a number that corresponds to how often you want the
event to repeat.
For example, if you select Month and enter the number 2, the event repeats
every other month.
6.
To specify an end date for the repeating or continuous event, tap the End on
pick list and tap Choose Date. Use the date picker to select an end date.
7.
Tap OK.
After you schedule a repeating or continuous event, the Repeat icon
the far right of the event.
appears at
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as deleting or
adding notes or changing the time of an event, you can decide which of the events
you want to change—all events in the series, just the current event, or the current
and future events.
To delete repeating events:
1.
Select the record you want to delete.
2.
Tap the Menu icon
.
71
Chapter 7
Using Date Book
3.
Select Delete Event from the Record menu.
4.
Do one of the following: Tap Current to delete only the current event item;
Future to delete the current and all future event items; All to delete all
occurrences of the repeating event.
5.
Tap OK.
Considerations for repeating or continuous events
Keep the following points in mind:
■
If you change the start date of a repeating event, your handheld calculates the
number of days you moved the event. Your handheld then automatically
changes the end date to maintain the duration of the repeating event.
■
If you change the repeat interval of a repeating event (such as from daily to
weekly), previous occurrences of that event are not changed, and your
handheld creates a new repeating event.
■
If you change the date of an occurrence of a repeating event (such as from
January 14 to January 15) and apply the change to all occurrences, the new date
becomes the start date of the repeating event. Your handheld adjusts the end
date to maintain the duration of the event. If you apply the change to current
and future occurrences, past occurrences are not changed.
■
If you change other settings of a repeating event (such as time, alarm, private)
and apply the change to all occurrences, your handheld creates a new event.
The start date of this new event is the day on which the setting is changed.
■
If you apply a change to a single occurrence of a repeating event (such as time),
that occurrence no longer shows the Repeat icon .
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also display a
whole week, a month, or an agenda.
To cycle through Day, Week, Month, and Agenda views:
Do one of the following:
72
■
Press the Date Book application button repeatedly to display the next view.
■
Tap the appropriate view icon in the lower-left corner of Date Book.
Changing the Date Book view
Working in Week View
Week View shows the calendar of your events for an entire week. You can use this
view to quickly review your appointments and available time slots. In addition,
the graphical display helps you spot overlaps and conflicts in your schedule.
To display the Week View:
1.
Tap the Week View icon.
Week View
Previous
week
Next week
Tap for that day
Diamond indicates untimed event
Bar indicates earlier event
Dashed line indicates continuous event
Bar indicates later event
2.
Tap an event to show a description of the event.
Event details
Tap to show event details
Keep the following points in mind:
■
To reschedule an event, tap and drag the event to a different time or day.
■
Tap a blank time on any day to move to that day and select that time for a new
event.
■
Tap any day or date that appears at the top of the Week View to move directly
to that day without selecting an event.
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■
Use the scroll buttons to scroll to the next or previous week.
■
The Week View shows the time span defined by the Start Time and End Time in
the Date Book Preferences settings. If you have an event before or after this time
span, a bar appears at the top or bottom of that day’s column. Use the onscreen
scroll arrows to scroll to the event.
Working in Month View
Tap a day in the Month View to display that day in the Day View.
Previous month
Next month
Diamond below date indicates untimed event
Dashes below date indicates continuous event
Month View
button
Dashes on right side indicate events
You can control the types of events that appear in the Month View. See
“Display Options” later in this chapter.
You can also tap the scroll arrows in the upper-right corner to move forward or
backward a month.
Working in Agenda View
The Agenda View shows you your events and To Do items on one screen. Tap an
event in the Agenda View to open Day View and see more detailed information
about the event. Tap a To Do item to open To Do List. To return to the Agenda view,
press the Date Book button.
NOTE Which To Do items appear and how you can change them depend on the
settings in your To Do preferences. See “Setting To Do Preferences” in Chapter 11 for
more information.
To display the Agenda View:
1.
Tap the Agenda View icon.
Agenda View
74
Spotting event conflicts
2.
Tap the navigation controls to move forward or backward a day at a time, or to
display more events and To Do items.
TIP
You can also use the scroll buttons to scroll to the next or previous day.
Day with appointments
Same day without appointments
NOTE You can also change the category of To Do items shown. Tap the pick list
to select another category. See Chapter 11 for more information on working
with To Do items.
Spotting event conflicts
With the ability to define specific start and end times for any event, it’s possible to
schedule events that overlap (an event that starts before a previous event finishes).
An event conflict (time overlap) appears in the Week View as overlapping bars.
The Day View displays overlapping brackets to the left of the conflicting times.
Event
conflict
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Using Date Book
Using Date Book menus
Date Book features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 4 for information about choosing menu commands.
Options menu
Display Options
Change the appearance of Date Book’s Day View and control which type of events
appear in Month View.
76
Show Time Bars
Activates the time bars that appear in the Day View. The
time bars show the duration of an event and illustrate
event conflicts.
Compress Day View
Controls how times appear in the Day View. When
Compress Day View is off, all time slots appear. When it is
on, start and end times appear for each event, but blank
time slots toward the bottom of the screen disappear to
minimize scrolling.
Month View settings
Applies to the Month View of Date Book. You can deselect
any or all of these check boxes to hide Timed, Untimed, or
Daily Repeating events in the Month View only.
Using Date Book menus
Preferences
Customize Date Book’s default time display and alarm settings.
Start/End Time
Defines the start and end times for Date Book screens. If the
time slots you select do not fit on one screen, you can tap the
scroll arrows to scroll up and down.
Alarm Preset
Automatically sets an alarm for each new event. The silent
alarm for untimed events is defined by minutes, days, or hours
before midnight at the beginning of the date of the event.
Alarm Sound
Sets the tone of the alarm.
Remind Me
Defines how many times the alarm will occur after the initial
occurrence. The choices are Once, Twice, 3 Times, 5 Times, and
10 Times.
Play Every
Defines how often the alarm sounds. The choices are Minute,
5 minutes, 10 minutes, and 30 minutes.
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Using Date Book
CHAPTER 8
Using Expense
Expense enables you to keep track of your expenses and then transfer the
information to a spreadsheet on your computer.You can log miles traveled
and keep track of vendors. You can also export your expense information
to popular computer applications, such as Microsoft Excel or Microsoft
Word, using Palm™ Desktop software and HotSync® technology on a
Windows computer.
To open Expense:
1.
Tap the Home icon
.
2.
Select the Expense icon
.
Adding expense items
A record in Expense is called an item. You can sort your Expense items into
categories or add other information that you want to associate with the item.
To add an expense item:
1.
Tap New.
Cursor of
new item
Tap New
You can also create a new Expense item by writing on the number side of
the input area while in the Expense list screen. The first number you write
begins the amount of your new Expense item.
TIP
2.
Enter the amount of the expense.
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Chapter 8
Using Expense
3.
Tap the Expense type pick list and select a type from the list.
As soon as you select an expense type, your handheld saves your entry. If you
do not select an expense type, it does not save the entry.
Tap here
TIP Another quick way to create a new Expense item is to make sure that no
Expense item is selected in the Expense list, write the first letter(s) of the
expense type, and then write the numerical amount of the Expense item. This
technique takes advantage of the automatic fill feature. See “Options menu”
later in this chapter for details.
Changing the date of an Expense item
Initially, Expense items appear with the date on which you enter them. You can
change the date associated with any Expense item.
To change the date of an Expense item:
1.
Tap the Expense item you want to change.
2.
Tap the date of the selected item.
3.
Tap the new date.
Entering receipt details
Expense provides a variety of options that you can associate with an item. These
options appear in the Receipt Details dialog box.
To open the Receipt Details dialog box:
80
1.
Tap the Expense item to which you want to assign details.
2.
Tap Details.
Customizing the Currency pick list
3.
4.
Select any of the following options:
Category
Opens a pick list of system and user-defined categories.
See “Categorizing records” in Chapter 4 for more information.
Type
Opens a pick list of expense types.
Payment
Enables you to choose the payment method for the Expense item.
If the item is prepaid (such as airline tickets supplied by your
company), you can choose Prepaid to place your expense in the
appropriate company-paid cell of your printed expense report.
Currency
Enables you to choose the type of currency used to pay the
Expense item. The default currency unit is defined in the
Preferences dialog box. You can also display up to four other
common types of currency.
Vendor and
City
Enables you to record the name of the vendor (usually a company)
associated with the expense and the city where the expense was
incurred. For example, a business lunch might be at Rosie’s Cafe
in San Francisco.
Attendees
See “Looking up names to add to Expense records” in Chapter 4
for more information.
Tap OK.
Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency pick list.
To customize the Currency pick list:
1.
Tap the Currency pick list in the Receipt Details dialog box, and then select Edit
currencies.
Tap Edit
currencies
2.
Tap each Currency pick list and select the country whose currency you want to
display on that line.
3.
Tap OK to close the Select Currencies dialog box.
4.
Tap OK.
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Changing the default currency
You can select which currency appears by default when you’re entering Expense
items. You can override this setting when entering individual expense items.
To change your default currency:
1.
Open Expense.
2.
Tap the Menu icon
3.
Select Options, and then select Preferences.
4.
Tap the Default Currency pick list.
5.
Tap the currency symbol you want to appear in Expense.
6.
Tap OK.
.
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can create your
own custom country and currency symbol.
To define a custom currency symbol:
1.
Tap the Menu icon
.
2.
Select Options, and then select Custom Currencies.
3.
Tap one of the four Country boxes.
4.
Enter the name of the country and the symbol that you want to appear in
Expense.
5.
Tap OK to close the Currency Properties dialog box.
6.
Tap OK.
NOTE If you want to use your custom currency symbol as the default for all Expense
items, select the symbol in the Preferences dialog box. If you want to use your
custom currency symbol only for a particular Expense item, select the symbol in the
Receipt Details dialog box associated with that item.
82
Setting Show Options
Setting Show Options
Show Options defines the sort order and other settings that relate to your Expense
items.
To open the Show Options dialog box:
1.
In the Expense list, tap Show.
2.
Select any of the options.
Tap Show
3.
Sort by
Enables you to sort expense items by date or type.
Distance
Enables you to display Mileage entries in miles or kilometers.
Show currency
Shows or hides the currency symbol in the Expense list.
Tap OK.
Working with Expense data on your computer
After you enter your expenses into the Expense application on your handheld and
perform a HotSync operation, Palm Desktop software enables you to do any of the
following on your Windows computer. See the Palm Desktop software online Help
for details. This feature is not available on Mac computers.
■
Add, modify, and delete your Expense data.
■
Organize your Expense data by category, amount, date, type, or notes.
■
View Expense data in various formats: List, Large Icons, or Small Icons.
■
Record individual expenses in various currencies and display the total in one
selected currency type.
■
Print Expense reports.
■
Transfer Expense data to other applications, such as Microsoft Excel, using the
Send command or Export command, and import data in popular file formats.
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Chapter 8
Using Expense
Using Expense menus
An Expense menu is shown here for your reference, and Expense features that are
not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about selecting menu commands.
Options menu
Preferences
Opens the Preferences dialog box, where you can select
automatic fill and default currency options.
Enables you to select an expense type by
writing the first letter of an expense type in the input area. For
example, if you write the letter T, it enters the “Taxi” expense
type. Writing T and then E enters “Telephone,” which is the first
expense type beginning with the letters TE.
Use automatic fill.
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CHAPTER 9
Using Memo Pad
Memo Pad provides you with a place to take notes that are not associated
with records in Date Book, Address Book, or To Do List. The number of
memos you can store depends only on the memory available on your
handheld. You can also send memos to popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop software and
HotSync® technology.
To open Memo Pad:
1.
Tap the Home icon
.
2.
Select the Memo Pad icon
.
Creating memos
You can assign memos to categories and mark them private, as described in
Chapter 4. This section covers how to create a memo.
To create a new memo:
1.
Open Memo Pad.
2.
Tap New.
Tap New
In the Memo list screen, you can also begin writing in the input area to
create a new memo. The first letter is automatically capitalized and begins your
new memo.
TIP
3.
Enter the text you want to appear in the memo. Use the carriage return stroke
to move down to new lines in the memo.
4.
Tap Done.
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Chapter 9
Using Memo Pad
Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy to locate and
review your memos.
To review a memo:
1.
From the Memo list, select the text of the memo.
Select a memo
to review
2.
Review or edit the text in the memo.
3.
Tap Done.
Using Memo Pad menus
Memo Pad menus are shown here for your reference, and Memo Pad features that
are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about selecting menu commands.
The menus differ depending on whether you’re displaying the Memo list or an
individual memo.
Options menus
Memo list
Preferences
86
Memo screen
Displays the Memo Preferences dialog box, where you define
the sort order for memos.
CHAPTER 10
Using Note Pad
Note Pad provides a place for you to take notes in your own handwriting.
You can use Note Pad to do everything you might do with a piece of paper
and a pencil. You can exchange notes with other devices that have Note Pad
2.x installed and that use infrared communication.
To open Note Pad:
1.
Tap the Home icon
.
2.
Select the Note Pad icon
p.
Creating a note
You can assign notes to categories and mark them private, as described in
Chapter 4. This section covers how to create a note.
To create a new note:
1.
Tap New.
Enter title here
Write
information
here
Pen selector
Eraser
2.
Write the information directly on the handheld screen.
Tap the pen selector to select a different pen width, or select the eraser to remove
unwanted strokes.
3.
(Optional) Select the time at the top of the screen, and then enter a title using
Graffiti® 2 writing.
4.
Tap Done.
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Chapter 10
Using Note Pad
To clear the screen:
1.
Tap the Menu icon
.
2.
Select Edit, and then select Clear Note.
Reviewing notes
The note title and the date you created the note appear in the Note Pad list. If you
did not assign a title to your note, the time you created the note appears as the note
title. This makes it easy to locate and review your notes.
To review a note:
1.
In the Note Pad list, select the note title.
Tap arrows to scroll to
next and previous notes
Select a
note to view
2.
Review or edit the contents of the note.
3.
Tap Done.
Setting an alarm for a note
You can set an alarm for a specific time and date to remind you to follow up on
a note.
To set an alarm for a note:
1.
Tap the note to which you want to assign an alarm.
2.
Tap the Menu icon
3.
Select Options, and then select Alarm.
4.
Tap the Date box.
5.
Tap the year, month, and date you want the alarm to sound.
.
After you tap the date, the Set Alarm dialog box reappears.
6.
88
Tap the Time box.
Using Note Pad menus
7.
Tap the hour and minute columns to select the time you want the alarm to
occur.
8.
Tap OK.
9.
When the alarm goes off and the reminder message appears onscreen, do one
of the following:
– Tap OK to permanently dismiss the reminder and return to the current
screen.
– Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind
you of the pending alarm, and the reminder message appears again in
five minutes. When the reminder message reappears, the current time
appears in the Reminder bar and the note title appears on the screen.
– If you did not title the note, the time the note was created appears on the
screen.
– Tap Go To to open Note Pad. Note Pad will open and display the note
associated with the alarm.
Using Note Pad menus
Note Pad menus are shown here for your reference, and Note Pad features that are
not explained elsewhere in this book are described here.
The Record menu is the same when you’re viewing the Note Pad list and an
individual note. The Options menu differs depending on whether you’re viewing
the Note Pad list or an individual note.
Record menu
Note Pad list
Note screen
Compatibility
Displays the Compatibility dialog box, where you can choose to
beam notes to a previous version of Note Pad.
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Chapter 10
Using Note Pad
Options menus
Note Pad list
90
Note screen
Preferences
Displays the Note Pad Preferences dialog box, where you
define the pen and paper color, the sort order for notes, and the
alarm sound.
Details
Displays the Note Details dialog box, where you assign a
category and privacy option for a note.
CHAPTER 11
Using To Do List
To Do List is a convenient place to create reminders and prioritize the things
you need to do. You can also attach a note to an individual To Do List item
for a description or clarification of the task.
To open To Do List:
1.
Tap the Home icon
.
2.
Select the To Do List icon
.
Creating list items
A To Do List record (called an item) is a reminder of a task that you must complete.
To create a To Do List item:
1.
Tap New.
New To Do
item
Tap New
2.
Enter the text of the To Do List item. The text can be longer than one line.
3.
Tap anywhere onscreen to deselect the To Do List item.
If no To Do List item is currently selected, writing in the input area
automatically creates a new item.
TIP
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Chapter 11 Using To Do List
Setting priority
You can use the priority setting for items to arrange the tasks in your To Do List
according to their importance or urgency. The default setting for the To Do List is
to arrange items by priority and due date, with priority 1 items at the top. If you
have a number of items in your list, changing an item’s priority setting may move
its position in the list.
When you create a new To Do List item, its priority is automatically set to level 1,
the highest (most important) level. If you select another item first, however, the
item you create appears beneath the selected item and is given the same priority as
the selected item.
To set the priority of a To Do List item:
1.
Tap the Priority number on the left side of the To Do List item.
Tap here
Select
priority
2.
Select the Priority number that you want to set (1 is most important).
Checking off a To Do List item
You can check off a To Do List item to indicate that you’ve completed it. You can
set the To Do List to record the date that you complete the To Do item, and you can
show or hide completed items. See “Setting To Do Preferences” later in this chapter.
To check off a To Do List item:
■
92
Tap the check box on the left side of the item.
Changing To Do List item details
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for individual
items.
To display the To Do Item Details dialog box:
1.
Tap the text of the item whose details you want to change.
2.
Tap Details.
Setting a due date
You can associate a due date with any To Do List item. You can also sort the items
based on their due dates.
To set a due date for a To Do List item:
1.
In the Details dialog box, tap No Date to open the Due Date pick list.
2.
Tap the date that you want to assign the item:
3.
Today
Assigns the current date.
Tomorrow
Assigns tomorrow’s date.
One week later
Assigns the date exactly one week from the current date.
No Date
Removes the due date from the item.
Choose date
Opens the date selector, where you can choose any date
that you want for the item.
Tap OK.
If you turn on the Show Due Dates option in the To Do Preferences dialog
box, you can tap directly on the due date in the To Do List to open the pick list
shown in step 2.
TIP
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Chapter 11 Using To Do List
Setting To Do Preferences
The To Do Preferences dialog box enables you to control the appearance of To Do
List, and To Do items in Date Book Agenda view.
To change the Preferences settings:
1.
In To Do List, tap Show.
2.
Select any of the following settings:
Show Completed
Items
Displays your completed items in the To Do List. If you turn
off this setting, your To Do items disappear from the list when
you complete (check) them.
Items that no longer appear in the list because you turn off
this setting have not been deleted. They are still in the
memory of your handheld. You can purge completed items to
remove them from memory.
3.
94
Show Only Due
Items
Shows only the items that are currently due, past due, or have
no due date specified. When this setting is active, items that
are not yet due do not appear in the list until their due date.
Record
Completion Date
Replaces the due date with the actual date when you
complete (check) the item. If you do not assign a due date to
an item, the completion date still records when you complete
the item.
Show Due Dates
Displays the due dates associated with items in the To Do List
and displays an exclamation mark next to items that remain
incomplete after the due date passes.
Show Priorities
Shows the priority setting for each item.
Show Categories
Shows the category for each item.
Tap OK.
CHAPTER 12
Using World Clock
World Clock enables you to view the current time and date in multiple
locations and to set an alarm.
To open World Clock:
1.
Tap the Home icon
.
2.
Select the World Clock icon
.
You can also open World Clock by tapping the Clock icon
upper-left corner of the input area.
TIP
in the
Viewing the time
There are several ways for you to easily check the current time and date.
To view the time:
Do one of the following:
■
When your handheld is on, tap the Clock icon
input area.
in the upper-left corner of the
Your handheld displays the time for two seconds and then returns to the
previous application.
■
Tap the Home icon
, and then select the World Clock icon
.
Setting the primary location
You can use World Clock to select the location, date, and time for the primary
location. Keep in mind that the primary location settings are also your system date
and time and that these settings are used by all the applications on your handheld.
The primary Location settings also appear in the Date & Time Preferences screen.
Similarly, if you change the settings in the Date & Time Preferences screen, those
settings become your system date and time and also appear under the primary
location in World Clock. The primary Location settings also serve as a point of
reference for the secondary locations.
The following steps show you how to set the location, date, and time from within
World Clock. See “Date & Time Preferences” in Chapter 14 for details on changing
these settings from the Preference screen.
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Chapter 12 Using World Clock
To set the primary location:
1.
Tap the primary location pick list.
Primary location
pick list
2.
Tap the location you want to use as the primary location.
The location you select is typically a large city in the same time zone as the one
where you live. If an appropriate choice does not appear in the list, see “Adding
a location” later in this chapter to create a new location.
3.
Tap OK.
To set the date:
1.
Tap Set Date & Time.
2.
Tap the Set Date box.
3.
Tap the arrows to select the current year.
Tap
arrows
to
select
year
Tap to
select
month
Tap to set date
96
4.
Tap the current month.
5.
Tap the current date.
6.
Tap Done.
Tap to select date
Setting the primary location
To set the time:
1.
Tap Set Date & Time.
2.
Tap the Set Time box.
Tap to set time
3.
Tap the up or down arrows to change the hour.
4.
Tap each number of the minute, and then tap the arrows to change the minutes.
5.
Tap OK.
6.
Tap Done.
Choosing a different primary location
If you travel to another location and you want alerts to appear based on local time,
you need to change the primary location to update the system time. You may
prefer, however, to use the secondary locations to view the local date and time, and
to leave the primary location unchanged.
To change the primary location:
1.
Tap the pick list next to the current primary location.
Primary
location
pick list
2.
Tap the location you want to use as the new primary location.
If the new location is in another time zone, World Clock automatically updates the
date and time in all the applications on your handheld.
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Chapter 12 Using World Clock
Setting the secondary locations
The secondary locations display the date and time in two locations other than the
primary location. You can use the secondary locations to view the time in places to
which you travel or need to contact people.
The date and time in the secondary locations are based on the date and time
settings in the primary location.
To select the secondary locations:
1.
Tap the pick list next to the secondary location.
2.
Tap the location you want to use as the new secondary location.
If an appropriate location does not appear in the list, see the next section, “Adding
a location.”
Adding a location
If an appropriate location does not appear in the Location pick list, you can add a
new location to the list. When you add a location, the default Time Zone and
Daylight Saving settings are usually correct. However, you can adjust these
settings if necessary. When the Daylight Saving options are active, the time change
automatically occurs at 1:00 AM on the selected start and end dates.
To add a location:
98
1.
Tap a Location pick list.
2.
Select Edit List.
3.
Tap Add.
4.
Select a location that is in the same time zone as the city you want to add.
5.
Tap OK.
6.
(Optional) Tap the Name field and modify the location name.
7.
(Optional) Tap the Time Zone box and select a time zone.
8.
Tap OK.
9.
Tap Done.
Modifying a location
To set Daylight Saving options:
1.
From the Edit Location dialog box, tap the This location observes Daylight
Saving Time check box to select it.
2.
Tap the Start box.
3.
Tap the month when daylight saving begins.
4.
Tap the Week pick list.
5.
Select the week when daylight saving begins within the selected month.
6.
Tap the Day pick list.
7.
Select the day of the week when daylight saving begins within the selected
week.
8.
Tap OK.
9.
Tap the End box and repeat steps 3 through 8 to select when daylight saving
ends.
10. Tap OK.
Modifying a location
If you add a location and later realize you did not use the correct settings, you can
modify the location.
To modify a location:
1.
Tap a Location pick list.
2.
Select Edit List.
3.
Select the location you want to modify.
4.
Tap Edit.
5.
Adjust the settings. See “Adding a location” earlier in this chapter for details.
6.
Tap OK.
7.
Tap Done.
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Chapter 12 Using World Clock
Removing a location
If you no longer need a location that appears in the Location list, you can remove
it. However, you cannot remove a location that is currently assigned to the primary
location.
To remove a location:
1.
Tap a Location pick list.
2.
Select Edit List.
3.
Select the location you want to remove.
4.
Tap Remove.
5.
Tap OK to confirm the deletion.
6.
Tap Done.
Setting an alarm
In addition to setting and displaying the date and time, World Clock also provides
a convenient travel alarm feature. You can set an alarm to sound during the next
24-hour period.
To set an alarm:
1.
Tap the box next to the Alarm
icon to open the Set Alarm dialog box.
2.
Tap the time columns to set the hour and minute.
3.
Tap OK.
4.
When the alarm reminder message appears, do one of the following:
Tap OK to permanently dismiss the reminder and return to the current screen.
Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind you of
the pending alarm, and the reminder message appears again in five minutes.
When the reminder message reappears, the current time appears in the
Reminder bar and the alarm time appears on the screen.
Tap Go To to open World Clock and to dismiss the alarm.
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Using World Clock menus
Using World Clock menus
World Clock menus are shown here for your reference, and World Clock features
that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about choosing menu commands.
Options menu
Display Options
Opens a dialog box where you can choose which information
appears on the World Clock screen.
Show Multiple Locations: Activates the secondary location
displays. When it is selected, the secondary locations appear
below the primary location.
Activates the date display. When it is selected, the date
appears below the time for each location.
Date:
Alarm
Preferences
Sets the sound of the alarm. The choices are Alarm,
Bumble Bee, Reveille, Sonata, Wake Up, and Warbler.
Sound:
Volume: Defines how loud the alarm sounds. The choices are
Low, Medium, and High.
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Chapter 12 Using World Clock
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CHAPTER 13
Performing HotSync® Operations
HotSync® technology enables you to install add-on applications and to
synchronize data between one or more Palm OS® handhelds and Palm™ Desktop
software or another personal information manager (PIM) such as Microsoft
Outlook. You can perform HotSync operations with your Palm™ Zire™ 21 in two
ways:
■
Using the HotSync cable
■
Using infrared communications
Selecting HotSync setup options
You can choose when HotSync Manager will run.
To set the HotSync options on a Windows computer:
1.
Click the HotSync icon
the taskbar).
in the Windows system tray (lower-right corner of
If you do not see the HotSync icon, you need to start HotSync Manager: On the
Windows desktop, click Start, and then select Programs. Navigate to the Palm
Desktop software program group, and select HotSync Manager. Alternatively,
you can start the Palm Desktop software, which automatically opens the
HotSync Manager.
2.
Select Setup.
3.
Click the General tab, and select one of the following options:
Always available
Adds HotSync Manager to the Startup folder and
constantly monitors the communication port for
synchronization requests from your handheld. With this
option the HotSync Manager synchronizes data even
when Palm Desktop software is not running.
Available only when
the Palm Desktop
software is running
Starts HotSync Manager and monitors requests
automatically when you open Palm Desktop software.
Manual
Monitors requests only when you select HotSync Manager
from the Start menu.
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If you’re not sure which option to use, keep the default setting: Always
available.
NOTE The settings on the Local tab do not apply to the Palm™ Zire™ 21
handheld.
4.
If you are attached to a network, click the Network tab to display the network
settings and adjust the options as needed. For more information, see
“Conducting network HotSync operations” later in this chapter.
5.
Click OK.
To set the HotSync options on a Mac computer:
1.
Double-click the HotSync Manager icon in the Palm folder.
2.
Click the HotSync Controls tab, and select any of the following options.
HotSync
Enabled/Disabled
Activates the transport monitor and prepares your Mac
computer to synchronize with your handheld. By default,
the transport monitor is enabled to listen on USB whenever
you start your computer.
Enable HotSync
software at system
startup
Activates the transport monitor automatically each time
you start your computer. If this option is not selected, you
must open HotSync Manager and select the Enabled option
before you can perform a HotSync operation.
Show more detail
in HotSync Log
Includes more troubleshooting information in the log that is
generated when you perform a HotSync operation.
NOTE The settings on the Connection Settings tab for a direct HotSync
operation do not need to be adjusted for the Zire 21 handheld; they are set
automatically when you perform the first HotSync operation.
3.
Close the HotSync Software Setup window.
Customizing HotSync application settings
For each application, you can define a set of options that determines how records
are handled during synchronization. These options are called a conduit. By default,
a HotSync operation synchronizes all files between the handheld and Palm
Desktop software.
In general, you should leave the settings to synchronize all files. The only reason
you might want to change these settings is to overwrite data on either your
handheld or Palm Desktop software, or to avoid synchronizing a particular type of
file because you don’t use it.
In addition to the conduits for Date Book, Address Book, Note Pad, To Do List, and
Memo Pad, Palm Desktop software includes System and Install conduits. The
System conduit backs up the system information stored on your handheld,
including Graffiti® 2 ShortCuts. The Install conduit installs add-on applications on
your handheld.
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Customizing HotSync application settings
To customize HotSync application settings on a Windows computer:
1.
Click the HotSync icon
the taskbar).
in the Windows system tray (lower-right corner of
You can also click the HotSync command on the Palm Desktop software
menu bar.
2.
From the HotSync Manager menu, select Custom.
3.
Select the appropriate username from the list.
4.
Select an application in the Conduit list.
5.
Click Change.
6.
For each application, click the direction in which you want to write data, or click
Do Nothing to skip data transfer for an application.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, select the Set As Default box. Thereafter,
whatever you selected as the default setting is used when you click the Default
button in the Custom dialog box.
7.
Click OK.
8.
Click Done to activate your settings.
To customize HotSync application settings on a Mac computer:
1.
Double-click the Palm Desktop icon in the Palm folder.
2.
From the HotSync menu, select Conduit Settings.
3.
From the User pop-up menu, select the appropriate username.
4.
Select an application in the Conduit list.
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Chapter 13 Performing HotSync® Operations
5.
Click Conduit Settings.
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6.
For each application, click the direction in which you want to write data, or click
Do Nothing to skip data transfer for an application.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, click Make Default. Thereafter, whatever
you selected as the default setting is used for HotSync operations.
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7.
Click OK.
8.
Close the Conduit Settings window.
Conducting cable HotSync operations
The simplest way to synchronize data is to perform a direct HotSync operation by
turning on your handheld, connecting it to the cable, and tapping the Star icon.
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Conducting cable HotSync operations
Performing a cable HotSync operation: Windows computers
The first time you synchronize your data, you need to enter user information on
Palm Desktop software. After you enter this information and synchronize with
your handheld, the HotSync Manager recognizes your handheld and doesn’t ask
for this information again.
If you are a system administrator preparing several handhelds for a group of users,
you may want to create a user profile. See “Creating a user profile” later in this
chapter before performing the following steps.
You must perform your first HotSync operation with a local, direct
connection or with infrared communication, rather than with a network.
IMPORTANT
The following steps assume that you have already installed Palm Desktop
software. If you have not installed this software, see “Step 3: Install software” in
Chapter 1 for instructions.
To perform a local HotSync operation on a Windows computer:
1.
Connect your handheld to the cable.
2.
If the HotSync Manager is not running, start it: On the Windows desktop, click
Start, and then select Programs. Navigate to the Palm Desktop software
program group, and select HotSync Manager. Alternatively, you can start the
Palm Desktop software, which automatically opens the HotSync Manager.
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Chapter 13 Performing HotSync® Operations
3.
Turn on your handheld, and tap the Star icon
.
IMPORTANT The first time you perform a HotSync operation, you must enter a
username in the New User dialog box and click OK. Every handheld should have
a unique name. To prevent loss of a user’s records, never try to synchronize more
than one handheld to the same username.
The HotSync Progress dialog box appears, and synchronization begins.
4.
Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can disconnect your handheld from
the cable.
To perform a HotSync operation using an alternate cable method:
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1.
Connect the HotSync cable to your handheld and your computer.
2.
Turn on your handheld.
3.
Tap the Home icon
to open the Home screen.
Conducting cable HotSync operations
4.
Tap the HotSync icon
in the Home screen.
5.
Tap the HotSync logo in the middle of the screen.
Home icon
Performing a cable HotSync operation: Mac computers
When you installed Palm Desktop software, you entered a username. This
username is the connection between your handheld and your computer.
The first time you perform a HotSync operation the Palm Desktop software does
the following:
■
Adds a username to your handheld.
■
Creates a folder for the username in the Users folder inside the Palm folder. For
example, if you entered Jane Garcia as your username, a folder named Jane
Garcia is created in the Users folder.
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■
Creates a file named User Data in your username folder.
Usernames appear in the User pop-up menu on the right side of the toolbar. You
can change users by selecting a new name in the pop-up menu.
Each subsequent time you perform a HotSync operation, HotSync Manager reads
the username from your handheld and synchronizes the data in the folder of the
same name.
Be sure you select the correct username from the User pop-up menu before
entering data on Palm Desktop or performing a HotSync operation.
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Chapter 13 Performing HotSync® Operations
If you are a system administrator preparing several handhelds for a group of users,
you may want to create a user profile. See “Creating a user profile” later in this
chapter before performing the following steps.
The following steps assume that you have already installed Palm Desktop
software. See “Step 3: Install software” in Chapter 1 if you have not installed this
software.
To perform a local HotSync operation on a Mac computer:
1.
Connect your handheld to the HotSync cable.
2.
Make sure that HotSync Manager is enabled: Double-click the HotSync
Manager icon in the Palm folder. Click the HotSync Controls tab, and make sure
the Enabled option is selected.
3.
Turn on your handheld, and tap the Star icon
.
The HotSync Progress dialog box appears, followed by the Select User
dialog box.
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Conducting IR HotSync operations
4.
In the Select User dialog box, select the username you entered when you
installed the Palm Desktop software, and click OK.
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The HotSync Progress dialog box reappears, and synchronization begins.
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5.
Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can disconnect your handheld from
the cable.
NOTE You can also perform a HotSync operation using an alternate cable method.
See the last section in “Performing a cable HotSync operation: Windows computers”
in this chapter for more information.
Conducting IR HotSync operations
You can use the infrared (IR) port on your handheld to perform HotSync
operations. When you perform an IR HotSync operation, you don’t need your
cable. However, you must have a computer that’s equipped with an IR port and
that supports the IrCOMM implementation of the Infrared Data Association
(IrDA) standards. This is especially useful if you travel with an infrared-enabled
laptop. You simply enable infrared communication on your laptop and handheld
and follow the steps in “Performing an IR HotSync operation” later in this section.
Preparing your computer for infrared communication
Before you can perform a HotSync operation using the IR port, the computer with
which you want to synchronize must fulfill these requirements:
■
Your computer must support the IrCOMM implementation of the IrDA
standards.
■
Your computer must have an enabled infrared port that’s built into the
computer, or an enabled infrared device attached to the computer.
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Chapter 13 Performing HotSync® Operations
■
Some desktop computers may require an infrared device attached to a physical
COM port. Laptops are likely to have a built-in IR port, so no external device is
necessary.
■
Your computer must have an installed infrared driver.
■
If you have an external infrared device attached to your computer, a driver is
probably included with the device. Consult the documentation included with
the device for information on installing the required driver.
Check your computer’s documentation to learn if the computer supports infrared
communication.
To configure HotSync Manager for infrared communication on a Windows computer:
■
Click the HotSync Manager icon
that Infrared is selected.
in the Windows system tray, and make sure
– If you have an Infrared option on the HotSync Manager menu, and that
option is selected, skip to “Performing an IR HotSync operation.”
– If you do not have an Infrared option on the HotSync Manager menu,
complete the following steps:
a.
Make sure that Local Serial is selected on the menu.
b.
From the HotSync Manager menu, select Setup.
c.
Click the Local tab.
d.
In the Serial Port drop-down box, select the simulated port that your
computer uses for infrared communication.
See the documentation for your operating system for instructions on
finding the simulated port. This information is usually located in the
Control Panel.
e.
Click OK.
NOTE You can continue using the cable while HotSync Manager is configured for
infrared communication.
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Conducting IR HotSync operations
To configure HotSync Manager for infrared communication on a Mac computer:
1.
Double-click the HotSync Manager icon in the Palm folder.
2.
In the HotSync Controls tab, select Enabled.
3.
Click the Connection Settings tab.
4.
Select the On check box next to IR port.
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5.
Close the HotSync Software Setup window.
Performing an IR HotSync operation
After you complete the steps to prepare for performing an IR HotSync operation,
it’s easy to perform the actual operation.
To perform an IR HotSync operation on your handheld:
1.
Tap the Home icon
.
2.
Select the HotSync icon
3.
Tap Local.
4.
Tap the pick list below the HotSync icon and select IR to a PC/Handheld.
5.
Position the IR port of your handheld within a couple of inches of the infrared
port of your computer.
6.
Tap the HotSync icon to start the IR HotSync operation.
.
Tap here to start
IR HotSync
operation
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Chapter 13 Performing HotSync® Operations
Returning to cable HotSync operations
It’s easy to return to using the cable for HotSync operations.
You can continue using your cable while HotSync Manager is configured for
infrared communication. Use the following instructions to return to local USB
cable HotSync operations only when necessary, such as when you have
disconnected the cable from the USB port.
To return to local cable HotSync operations on a Windows computer:
1.
Connect the cable to the USB port of the computer you use for HotSync
operations.
2.
Click the HotSync Manager icon
in the Windows system tray, and select
Local USB if it is not already selected.
On a Mac computer, the HotSync Manager software monitors all ports at the same
time. However, you may want to turn off the IR port when you’re not using it to
improve performance of HotSync operations.
The next time you want to perform a HotSync operation, just tap the Star icon, as
you always did before.
Conducting network HotSync operations
When you use the network HotSync technology, you can take advantage of the
local area network (LAN) and wide area network (WAN) connectivity available in
many office environments. Network HotSync technology enables you to perform
a HotSync operation by using a cable that is connected to any computer on your
LAN or WAN (provided that the computer connected to the cable also has the
network HotSync technology installed, your computer is on, and the HotSync
Manager is running). The third-party software and accessories required to make a
wireless connection, and those required to dial in to a network are sold separately.
IMPORTANT Network HotSync technology is available only on Windows computers.
You must perform the first HotSync operation by using a local, direct connection or
infrared communication. After that, you can perform a network HotSync operation.
Connecting to your company’s dial-in server
A network HotSync operation requires the following (consult your system
administrator for assistance):
■
Your computer has TCP/IP support installed.
■
Both your company’s network system and its remote access server support
TCP/IP.
■
You have a remote access account.
The third-party software and accessories needed for connecting to your company’s
dial-in server (network modem) are sold separately.
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Conducting network HotSync operations
To prepare your Windows computer for a network HotSync operation:
1.
Click the HotSync Manager icon
in the Windows system tray.
2.
From the HotSync Manager menu, select Network.
3.
From the HotSync Manager menu, select Setup.
4.
Click the Network tab and make sure your username has a checkmark next to
it. If the checkmark is not there, click the check box next to your username.
5.
Click OK.
6.
Connect your handheld to the cable, and perform a HotSync operation.
The HotSync operation records network information about your computer on
your handheld. With this information, your handheld can locate your computer
when you perform a HotSync operation over the network.
To prepare your handheld for a network HotSync operation:
1.
Tap the Home icon
.
2.
Select the HotSync icon
3.
Tap the Menu icon
4.
Select Modem Sync Prefs from the Options menu.
.
.
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Chapter 13 Performing HotSync® Operations
5.
Tap Network.
6.
Tap OK.
7.
Tap Modem.
8.
Tap Select Service.
Tap here
9.
Tap Service and select a service.
Tap here
10. Tap Done.
11.
Tap the Menu icon
12. Select
.
Conduit Setup from the Options menu.
13. Tap the check
boxes to deselect the files and applications that you do not want
to synchronize during a HotSync operation. The default setting is to
synchronize all files.
14. Tap OK.
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Conducting network HotSync operations
Selecting the conduits for a network HotSync operation
The Conduit Setup dialog box on your handheld enables you to define which files
and/or applications synchronize during a network HotSync operation.
IMPORTANT If you are synchronizing data between Microsoft Outlook and your
handheld, you can customize the conduit settings from your handheld by selecting
Microsoft Outlook from the HotSync Options menu. For complete details about MS
Outlook conduit settings, see the MS Outlook conduit help in HotSync Manager.
Follow these steps to access MS Outlook conduit help:
--Click the HotSync Manager icon
in the Windows system tray.
--Select Custom.
--Select one of the Outlook conduits from list.
--Select Change.
--Tap the Help icon.
To change the Conduit Setup for a network HotSync operation:
1.
Tap the Home icon
.
2.
Select the HotSync icon
3.
Tap the Menu icon
4.
Select Conduit Setup from the Options menu.
5.
Tap the check boxes to deselect the files and applications that you do not want
to synchronize during a network HotSync operation. The default setting is to
synchronize all files.
.
.
Applications that do not have a database (such as games) do not synchronize,
even if you select the item in the Conduit Setup dialog box.
6.
Tap OK.
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Chapter 13 Performing HotSync® Operations
Performing a network HotSync operation
After you prepare your computer and your handheld and select your Conduit
Setup options, you are ready to perform a network HotSync operation.
To perform a network HotSync operation:
■
Tap the modem HotSync icon to begin the operation.
Using File Link
The File Link feature enables you to import Address Book and Memo Pad
information onto your handheld from a separate external file such as a company
phone list. HotSync Manager stores the data in a separate category on your Palm
Desktop software and your handheld. You can configure the File Link feature to
check for changes to the external file when you perform a HotSync operation.
With File Link you can import data stored in any of the following formats:
■
Comma-separated (*.csv)
■
Memo Pad archive (*.mpa)
■
Address Book archive (*.aba)
■
Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.
NOTE The File Link feature is not available in Palm Desktop software for Mac.
Creating a user profile
A user profile enables you to install the same set of data onto multiple Palm OS
handhelds before each handheld is individualized with a specific username and
data file.
A handheld that is preconfigured with a user profile can be given to anyone
because the handheld is not yet identified by a unique username. The handheld
acquires a unique username when the new user performs his or her first local
HotSync operation.
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Creating a user profile
For example, suppose a sales organization wants to distribute two dozen
handhelds that all have a common company phone list, a set of memos, and several
key applications. A user profile can be created to install the common data before
the handhelds are distributed to the employees who will use them. Then when the
employees perform their first HotSync operation, the common data becomes part
of their individual data file.
NOTE The handhelds that are synchronized with a user profile must be either new
ones that have never been synchronized or handhelds that have had their usernames
and data removed by a hard reset.
To create a user profile on a Windows computer:
1.
Open Palm Desktop software.
2.
From the Tools menu, select Users.
3.
Click Profiles.
4.
Click New.
5.
Enter a unique name for the profile, and click OK.
6.
Repeat steps 3 through 5 for each profile that you want to create, and then click
OK to return to Palm Desktop software.
7.
Select the profile from the User list, and create the data for the profile (such as a
company phone list, and so on).
To create a user profile on a Mac computer:
1.
Open Palm Desktop software.
2.
From the User pop-up menu, select Edit Users.
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Chapter 13 Performing HotSync® Operations
3.
Click New Profile.
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4.
Enter a unique name for the profile, and click OK.
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5.
Close the Users window.
6.
From the User pop-up menu, select the new profile.
7.
Create the data for the profile (such as a company phone list).
8.
From the HotSync menu, select Conduit Settings.
9.
Select the conduit settings for the profile. For details, see “Customizing HotSync
application settings” earlier in this chapter.
Performing the first HotSync operation with a user profile
After you create a user profile, you are ready to transfer the information to the new
handheld during the first HotSync operation.
To use a profile for a first-time HotSync operation on a Windows computer:
1.
Connect the new handheld to the cable.
2.
Press the HotSync button
3.
Click Profiles.
4.
Select the profile you want to load on the handheld, and click OK.
5.
Click Yes to transfer all the profile data to the handheld.
on the cable.
The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a username to the handheld.
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Creating a user profile
To use a profile for a first-time HotSync operation on a Mac computer:
1.
Connect the new handheld to the HotSync cable.
2.
Press the HotSync button
3.
Select the profile you want to load onto the handheld, and click OK to transfer
all the profile data to the handheld.
on the cable.
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The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a username to the handheld.
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CHAPTER 14
Setting Preferences for Your Handheld
Preferences enable you to customize the configuration options on your handheld.
The options are grouped into three categories: General, Communication, and
Personal. Each category provides access to a group of relevant Preferences screens.
Use Preferences to do the following:
■
Access the General Preferences screens to customize any of the following
settings:
Date & Time
Set the location, date, and time.
Digitizer
Calibrate the screen on your handheld.
Formats
Set the country default and the formats for times, dates,
calendar, and numbers.
Graffiti 2
Select alternate strokes for selected Graffiti® 2 characters.
Keylock
Prevent your handheld from turning on accidentally.
Power
Set these features: auto-shutoff interval, On While Charging,
and Beam receive.
Security
Set a password, privacy options, and locking options.
Sounds & Alerts
Select system, game, and alarm options from two profiles:
Custom and Silent.
Writing Area
Enable and disable Writing Area Preferences and show or
hide penstrokes while writing Graffiti 2 characters.
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Chapter 14 Setting Preferences for Your Handheld
■
■
Access the Communication Preferences screens to customize any of the
following settings:
Connection
Configure communication settings.
Network
Configure your handheld for use with a network.
Access the Personal Preferences screens to customize any of the following
settings:
Buttons
Assign new applications to the following: Address Book
button, Date Book button, the Star icon, and the full-screen pen
stroke command.
Owner
Enter your name, phone number, and other owner information
to your handheld.
ShortCuts
Define a list of Graffiti 2 abbreviations.
Setting General Preferences
The General Preferences category enables you to access screens where you can
modify Date & Time, Digitizer, Formats, Power, Security, Sounds & Alerts, and
Writing Area settings. This section provides details about each of these screens.
To open the General Preferences screens:
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1.
Tap the Home icon
.
2.
Tap the Prefs icon
3.
From the General Preferences list, select the name of the Preferences screen you
want to view.
.
Setting General Preferences
Date & Time Preferences
The Date & Time Preferences screen enables you to choose a primary location and
to set the date, time, and time zone for that location. You can also indicate whether
this location observes daylight saving time and the dates daylight saving time
starts and ends. All of these settings also appear as the primary location in the
World Clock application and are used by all the applications on your handheld.
Although you can change the primary location settings from the Date & Time
Preferences screen, we recommend that you use the World Clock application to
change these settings. See “Setting the primary location” in Chapter 12 for details.
To set the location:
1.
From the General Preferences list, select Date & Time.
2.
Tap the Location pick list and select the location you want to use as your
primary location.
The location you select should be a large city in the same time zone as the one
where you live. If an appropriate choice does not appear in the list, see “Adding
a location” in Chapter 12 to create a new location.
3.
Tap Done.
When you travel, changing the primary Location setting automatically resets
the date and time on your handheld based on the local time zone, but it does not
change the time of appointments set in Date Book.
To set the date:
1.
From the General Preferences list, select Date & Time.
2.
Tap the Set Date box.
3.
Tap the arrows to select the current year.
Tap arrows
to select
year
Tap to select
month
Tap to set date
4.
Tap the current month.
5.
Tap the current date.
6.
Tap Done.
Tap to select date
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Chapter 14 Setting Preferences for Your Handheld
To set the time:
1.
From the General Preferences list, select Date & Time.
2.
Tap the Set Time box.
3.
Tap the up or down arrows to change the hour.
4.
Tap each minute number, and then tap the arrows to change them.
5.
Tap OK.
6.
Tap Done.
To set the time zone and daylight saving time:
1.
From the General Preferences list, select Date & Time.
2.
Tap the Location pick list.
3.
Select Edit List.
4.
Select the location where you want to set the time zone.
5.
Tap Edit to open the Edit Location dialog box.
6.
Follow the steps under “Adding a location” in Chapter 12 to select the time
zone and daylight saving time settings.
7.
Tap Done.
Digitizer Preferences
The Digitizer Preferences screen opens the digitizer calibration screen. This is the
same screen that appears when you start your handheld for the first time.
Calibration aligns the internal circuitry of your handheld with its touch-sensitive
screen so that when you tap an element on the screen, the handheld can detect
exactly which task you want to perform.
You may need to recalibrate your screen after a hard reset or if your digitizer drifts.
You may need to repeat this process until the calibration registers.
To calibrate your handheld screen:
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1.
From the General Preferences list, select Digitizer.
2.
Tap the targets as indicated on the screen as precisely as possible.
Setting General Preferences
Formats Preferences
Use the Formats Preferences screen to set the country default and the display
format of the dates, times, and numbers on your handheld.
Country default
The country default sets date, time, week start day, and number conventions based
on geographic regions where you might use your handheld. For example, in the
United Kingdom, time often is expressed using a 24-hour clock. In the United
States, however, time is expressed using a 12-hour clock with an AM or PM suffix.
All your handheld applications use the Country default settings. You can,
however, customize your own preferences as described in “Time, date, week start,
and numbers formats” later in this chapter.
To set the country default:
1.
From the General Preferences list, select Formats.
2.
Tap the country name pick list.
3.
Select the setting you want to use.
4.
Tap Done.
Time, date, week start, and numbers formats
The Time setting defines the format for the time of day. The time format that you
select appears in all applications on your handheld.
To select the time, date, week start, and numbers format:
1.
From the General Preferences list, select Formats.
2.
Tap the Time pick list and select a format.
3.
Tap the Date pick list and select a format.
4.
Tap the Week starts pick list, and select whether you want the first day of the
week to be Sunday or Monday.
This setting controls the Day, Week, and Month views in Date Book and all other
aspects of your handheld that display a calendar.
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Chapter 14 Setting Preferences for Your Handheld
5.
Tap the Numbers pick list, and select formats for the decimal point and
thousands separator.
6.
Tap Done.
Graffiti 2 Preferences
The Graffiti 2 Preferences screen enables you select an alternate stroke shape for
specific characters.
To select alternate strokes:
1.
From the General Preferences list, select Graffiti 2.
2.
Tap the character you want to change.
3.
Tap the check box to activate the alternate stroke.
4.
Tap Done.
5.
Repeat steps 2 through 4 for other characters.
6.
Tap Done.
Power Preferences
The Power Preferences screen enables you to set power consumption options. You
can control when your handheld turns off and whether to receive beamed
information.
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Setting General Preferences
Auto-off after
Your handheld has an automatic shutoff feature that turns off the power after a
period of inactivity. This feature helps conserve battery power in case you forget to
turn off your handheld.
If you find that your handheld shuts itself off before you finish reviewing the
information on the screen, you can increase the time setting of the automatic
shutoff feature.
To set the Auto-off after interval:
1.
From the General Preferences list, select Power.
2.
Tap the Auto-off after pick list.
3.
Select the setting you want to use for the automatic shutoff feature: 30 seconds,
1 minute, 2 minutes, or 3 minutes.
4.
Tap Done.
On While Charging setting
You can choose to leave your handheld on when it is connected to the HotSync
cable, or when you are recharging your battery, so that you can continue to view
your data. By default, your handheld remains on when it is connected to the cable
and to a power source.
To change the On While Charging setting:
1.
From the General Preferences list, select Power.
2.
Tap the On While Charging pick list.
3.
Select Off to turn off your handheld when it is connected to the cable.
4.
Tap Done.
Beam Receive
You can choose to turn off the Beam Receive feature. This prohibits anyone from
beaming information to your handheld. It also results in a slight saving of battery
power. By default, Beam Receive is enabled.
To turn off the Beam Receive feature:
1.
From the General Preferences list, select Power.
2.
Tap the Beam Receive pick list.
3.
Select Off to disable receiving beamed information.
4.
Tap Done.
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Chapter 14 Setting Preferences for Your Handheld
Security Preferences
The Security Preferences help you prevent unauthorized users from viewing
entries that you want to protect. Use the Security Preferences to do the following:
■
Lock and turn off your handheld so that it does not operate until you enter the
correct password.
■
Mask all records that you mark as private so that the information appears as
gray bars.
■
Hide all records that you mark as private so that they do not appear on any
screen.
You can mask and hide private records with or without a password. Without a
password, private records are hidden or masked until you set the Security
Preferences to show them. With a password, you must enter the password to view
the private entries.
Assigning a password
You can assign a password to protect your private records and to lock your
handheld.
To assign a password:
1.
From the General Preferences list, select Security.
2.
Tap the Password box.
3.
Enter a password.
4.
Enter a hint to help you remember your password if you forget it. This is
optional.
Tap here
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5.
Tap OK.
6.
Enter the same password a second time, and tap OK.
7.
Tap Done.
Setting General Preferences
Changing or deleting a password
Once you define a password for your handheld, you can change or delete it at any
time. You must enter the current password before you can change or delete it.
To change or delete your password:
1.
From the General Preferences list, select Security.
2.
Tap the Password box.
3.
Enter the current password.
Tap here
4.
Tap OK.
5.
Do one of the following:
– To change the password and hint, enter the new password and hint, and
tap OK.
– To remove the password, tap Unassign.
6.
Tap Done.
Locking your handheld
You can lock your handheld so that it cannot be operated until your password is
entered. In the event that your handheld is lost or stolen, this helps protect your
data from unauthorized use. You can set your handheld to lock automatically, or
you can lock it manually.
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Chapter 14 Setting Preferences for Your Handheld
You can set your handheld to lock automatically when any one of the following
occurs:
■
When you turn off the power
■
At a time you specify
■
After a period of inactivity you specify
To set your handheld to lock when you turn it off:
1.
From the General Preferences list, select Security.
2.
Tap the Auto Lock Handheld box, and then enter your password.
3.
Select On power off.
4.
Tap OK.
5.
Tap Done.
To set your handheld to lock at a preset time:
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1.
From the General Preferences list, select Security.
2.
Tap the Auto Lock Handheld box, and then enter your password.
3.
Select At a preset time, and then use the arrows to set the time.
4.
Tap OK.
5.
Tap Done.
Setting General Preferences
To set your handheld to lock after a period of inactivity:
1.
From the General Preferences list, select Security.
2.
Tap the Auto Lock Handheld box, and then enter your password.
3.
Select After a preset delay.
Tap to select Minutes or Hours
Enter the amount of time
4.
Enter the inactive period, and then select Minute(s) or Hour(s) from the pick list.
5.
Tap OK.
6.
Tap Done.
CAUTION If you lock your handheld, you must enter the exact password to
reactivate your handheld. If you forget the password, your handheld will
present the hint you have entered to help you remember the password. If you
still cannot remember the password, you must perform a hard reset to resume
using your handheld. Performing a hard reset deletes all the records in your
handheld; however, you can restore all synchronized data at the next HotSync
operation. See “Performing a hard reset” in Appendix A for more information.
To lock and turn off your handheld manually:
1.
From the General Preferences list, select Security.
2.
Tap Lock & Turn Off.
Tap Lock and
Turn Off
3.
Tap Off & Lock.
4.
To start your handheld, turn it on and then enter the password.
5.
Tap Done.
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Recovering from a forgotten password
If you forget your password, your handheld will display the password hint, if you
entered one, to help you remember the password. If you are still unable to
remember the password, you can delete it from your handheld. Deleting a
forgotten password also deletes all entries and files marked Private.
IMPORTANT If you synchronize with your computer before deleting a forgotten
password, your handheld restores your private entries the next time you perform a
HotSync operation, but it does not restore the password.
To delete a forgotten password:
1.
From the General Preferences list, select Security.
2.
Tap the Password box.
3.
Tap Lost Password.
4.
Tap Yes.
Making records private
In many applications, you can make individual records private. Private records
remain visible and accessible, however, until you select the Security setting to hide
or mask all private records. Masked records appear as gray placeholders in the
same position in which they would appear if they were not masked, and are
marked with a lock icon. Hidden records disappear completely from the screen. If
you define a password for your handheld, you must enter it to display private
records.
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Setting General Preferences
To hide all private records:
1.
From the General Preferences list, select Security.
2.
Tap the Current Privacy pick list and select Hide Private Records.
.
Tap Hide
Private
Records
3.
Tap OK to confirm that you want to hide private records.
4.
Tap Done.
To mask all private records:
1.
From the General Preferences list, select Security.
2.
Tap the Current Privacy pick list and select Mask Private Records.
Tap Mask
Private
Records
3.
Tap OK to confirm that you want to mask private records.
4.
Tap Done.
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Chapter 14 Setting Preferences for Your Handheld
To display all private records:
1.
From the General Preferences list, select Security.
2.
Tap the Current Privacy pick list and select Show Private Records.
If you do not have a password, hidden and masked records become visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 3.
Tap Show
Private
Records
3.
Enter your password, and then tap OK.
4.
Tap Done.
To unmask individual records:
1.
Select a masked record.
If you do not have a password, a masked record becomes visible. If you have a
password, the Show Private Records dialog box appears. Go to step 2.
2.
Enter your password, and then tap OK.
To make a record private:
1.
Display the entry that you want to make private.
2.
Tap Details.
3.
Tap the Private check box to select it.
4.
Tap OK.
Sounds & Alerts Preferences
You can choose from two Sounds & Alerts profiles:
Custom
Configure this profile with your own personal settings.
Silent
Select this profile to use alerts without sound.
When you connect a headset to your handheld, the external speaker is
automatically silenced, the Sounds & Alerts settings are maintained, and all volume
levels are automatically adjusted for use with a headset.
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Setting General Preferences
To select a profile:
1.
From the General Preferences list, select Sound & Alerts.
2.
Tap the Custom or Silent profile box.
Profile boxes
3.
Tap Done.
System Sound, Game Sound, and Alarm Sound settings
Your handheld uses a variety of sounds. The System Sound, Game Sound, and
Alarm Sound settings enable you to turn the sounds on or off and to adjust the
volume level.
To set the sound settings:
1.
From the General Preferences list, select Sound & Alerts.
2.
Tap Custom.
3.
Tap the System Sound pick list and select the sound level.
When you turn off the System Sounds, you also turn off the “chime”
tones associated with the HotSync operation.
IMPORTANT
4.
Tap the Game Sound pick list and select the sound level.
5.
Tap the Alarm Sound pick list and select the sound level.
6.
Tap Done.
The Game Sound setting works only with games that are programmed to
respond to this setting. Older games typically do not respond to this setting.
To change the tone of an alarm:
1.
Open the Date Book application.
2.
Tap the Menu icon
3.
From the Options menu, tap Preferences.
4.
Tap the Alarm Sound pick list and select the tone.
.
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Chapter 14 Setting Preferences for Your Handheld
Writing Area Preferences
Writing Area Preferences offer you the option of using the full screen to enter
Graffiti 2 characters. When Writing Area Preferences are turned on and active, you
can write letters anywhere on the left side of the screen, write numbers anywhere
on the right side of the screen, and write capital letters across the imaginary
division line in the middle of the screen. You access buttons and other controls that
appear on the screen by tapping and holding the control until it activates.
To turn Writing Area Preferences on and off:
1.
From the General Preferences list, select Writing Area.
2.
Tap On or Off.
3.
If you selected On in the previous step, select the Show penstrokes check box to
display penstrokes while writing, or deselect this check box to hide penstrokes.
4.
Tap Done.
See “Full-screen writing area” in Chapter 3 for details on using full-screen writing
to enter data.
Setting Communication Preferences
The Communication Preferences category enables you to access screens where you
can modify Connection and Network settings. This section provides details about
each of these screens.
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Setting Communication Preferences
To open the Communication Preferences screens:
1.
Tap the Home icon
.
2.
Tap the Prefs icon
3.
From the Communication Preferences list, select the name of the Preferences
screen you want to view.
.
Connection Preferences
The Connection Preferences screen enables you to define the settings used to
connect your handheld to other devices. The screen displays a list of available
configurations that are ready to be further defined.
For example, a modem connection appears in the list. If you have this modem and
the appropriate software, you need only to specify the phone setup (and network
connection, if required) to complete the configuration.
NOTE Modem connections require third-party software and accessories, which are
sold separately.
You can also create custom configurations, which include the following:
PC to Cable: A local HotSync connection—the direct connection
between your handheld and your desktop computer. Your
handheld is connected to the cable, and the cable is attached to
a USB port of your desktop computer.
PC to Infrared: A
connection between the IR port of your
handheld and the infrared device of your computer or laptop.
A connection between the IR port of your
handheld and a modem. The modem can be attached to or
within a mobile phone or other device containing an IR port.
(Some IR phones contain modems.)
Modem to Infrared:
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Chapter 14 Setting Preferences for Your Handheld
Network Preferences
You can use third-party software to connect with Internet service providers (ISPs)
or dial-in (remote access) servers, using a mobile phone or optional modem
accessory. Your mobile phone must be equipped with an IR port. You also need an
ISP account or corporate remote access account and a mobile phone carrier account
that supports dial-up connections, or a mobile phone carrier account with highspeed wireless data network services.
NOTE The third-party software, mobile phone and optional modem accessory
mentioned above are sold separately.
After you configure both the Connection and Network Preferences, you can
establish a PPP (Point-to-Point Protocol) connection with your ISP or dial-in server.
You can do this either by using menu commands from the Network Preferences
screen or by using a third-party application.
NOTE The Network Preferences settings enable to connect to your ISP or dial-in
server with applications that support viewing the transmitted data. Visit the web site
www.palm.com for information on third-party applications that take advantage of
TCP/IP.
Creating and selecting network service profiles
Use network service profiles to store the configuration settings for your ISP or for
a dial-in server. You can create, save, and reuse network service profiles. You can
create additional network service profiles from scratch or by duplicating existing
profiles and editing information. After you create a new or duplicate profile, you
can add and edit settings.
To add a new network service profile:
1.
From the Communications Preferences list, select Network.
2.
Tap New.
An Untitled network service profile appears in the Service pick list.
3.
Tap Done.
To select a network service profile:
1.
From the Communications Preferences list, select Network.
2.
Tap the Service pick list.
Tap here to display a
list of network
service profiles
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Setting Communication Preferences
3.
Select the network service profile you want to use.
4.
Tap Done.
To duplicate an existing network service profile:
1.
From the Communications Preferences list, select Network.
2.
Tap the Service pick list.
3.
Select the predefined network service profile you want to duplicate.
4.
Tap the Menu icon
5.
Select Service, and then select Duplicate.
.
A copy of the network service profile is added to the Service pick list.
Entering a username
The User Name setting identifies the name you use when you log in to your ISP or
your dial-in server. Although this field can contain multiple lines of text, only two
lines appear onscreen.
To enter a username:
1.
From the Communications Preferences list, select Network.
2.
Tap the User Name field.
3.
Enter your username.
Enter your
username here
NOTE Most dial-in servers do not accept spaces in the username.
4.
Tap Done.
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Chapter 14 Setting Preferences for Your Handheld
Entering a password
The Password box identifies the password you use to log in to your server or ISP.
Your entry in this field determines whether your handheld prompts you to enter a
password each time you log in to your network.
■
If you do not enter a password, your handheld displays the word “Prompt” in
this field and asks you to enter a password during the login procedure. If you
are concerned about security, select the Prompt option.
■
If you enter a password, your handheld displays the word “Assigned” in this
field and does not prompt you to enter a password during the login procedure.
To enter a password:
1.
From the Communications Preferences list, select Network.
2.
Tap the Password field.
3.
Enter the password you use to log in to your server.
.
Enter password here
Tap here
4.
Tap OK.
The word “Assigned” appears in the Password field.
5.
Tap Done.
Selecting a connection
Use the Connection setting to select the method you want to use to connect to your
ISP or to a dial-in server. See “Connection Preferences” earlier in this chapter for
information about creating and configuring connection settings.
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Setting Communication Preferences
To select a connection:
1.
From the Communications Preferences list, select Network.
2.
Tap the Connection pick list.
Tap here to display a
list of available
connections
3.
Select the connection you want to use.
4.
Tap Done.
Adding telephone settings
The Phone field enables you to store the telephone number you use to connect with
your ISP or dial-in server. You can also define a prefix, disable call waiting, and
give special instructions for using a calling card.
To enter your server phone number:
1.
From the Communications Preferences list, select Network.
2.
Tap the Phone box.
3.
Enter the phone number for your ISP or dial-in server.
Enter your ISP phone
number here
4.
If you need to enter a prefix or to disable call waiting, skip to those procedures.
Otherwise, tap OK.
5.
Tap Done.
Entering a prefix
A prefix is a number that you dial before the telephone number to access an outside
line. For example, many offices require that you first dial “9” to dial a number
outside the building.
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Chapter 14 Setting Preferences for Your Handheld
To enter a prefix:
1.
From the Communications Preferences list, select Network.
2.
Tap the Phone box.
3.
Tap the Dial Prefix check box to select it.
Select this
box if you
need to use a
prefix
4.
Enter the prefix.
5.
Tap OK.
6.
Tap Done.
Enter your
prefix here
Disabling call waiting
Call waiting can cause your session to terminate if you receive a call while you are
connected. If your telephone has call waiting, you need to disable this feature
before logging in to your ISP or dial-in server.
To disable call waiting:
1.
From the Communications Preferences list, select Network.
2.
Tap the Phone box.
3.
Tap the Disable call waiting check box to select it.
Select this
box if you
need to
disable call
waiting
4.
Enter your disable
code here
Enter the code to disable call waiting on the Disable call waiting line.
Each telephone company assigns a code to disable call waiting. Contact your
local telephone company for the code that is appropriate for you.
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5.
Tap OK.
6.
Tap Done.
Setting Communication Preferences
Using a calling card
The Use calling card field enables you to use your calling card when dialing your
ISP or Intranet server. Keep in mind that there is usually a delay before you enter
your calling card number. When you define your calling card number, you need to
add commas at the beginning to compensate for this delay. Each comma delays
transmission of your calling card number for two seconds.
To use a calling card:
1.
From the Communications Preferences list, select Network.
2.
Tap the Phone box.
3.
Tap the Use calling card check box to select it.
Select this
box to use a
calling card
4.
Enter your
calling card
number here
Enter your calling card number on the Use calling card line.
NOTE The Phone Setup dialog box works correctly for AT&T and Sprint
long-distance services. However, because MCI works differently, MCI
customers need to enter the calling card number in the Phone # field and the
phone number in the Use calling card field.
It’s a good idea to add at least three commas before your calling card
number to compensate for the cue delay.
TIP
5.
Tap OK.
6.
Tap Done.
Connecting to your service
After you set your Connection and Network Preferences, establishing a connection
to your ISP or your company’s network (dial-in server) is easy.
NOTE If you are connecting to an ISP, you need a third-party application, such as a
web browser or news reader, to take advantage of this connection. For information
about third-party applications that support TCP/IP, check the web site www.palm.com.
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Chapter 14 Setting Preferences for Your Handheld
To establish a connection:
1.
From the Communications Preferences list, select Network.
2.
Tap Connect to dial the current service and display the Service Connection
Progress messages.
3.
(Optional) From the Service Connection Progress dialog box, tap the box that
displays the service name, select another service, and then tap Done.
4.
Tap Done.
To close a connection:
1.
From the Communications Preferences list, select Network.
2.
Tap Disconnect to terminate the connection between your handheld and your
service.
3.
Tap Done.
Adding detailed information to a network service profile
If you are using one of the predefined network service profiles, you probably need
to enter only your username, password, and telephone number. If you are creating
a new network service profile, you may need to provide additional information to
your ISP or dial-in server. You use the Details dialog box to add more information
to a selected network service profile.
To add connection details:
1.
From the Communications Preferences list, select Network.
2.
Tap Details.
Idle timeout
The Idle timeout setting defines how long your handheld waits before dropping
the connection with your ISP or dial-in server when you switch out of a TCP/IP
application.
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Setting Communication Preferences
To set the Idle timeout:
1.
2.
Tap the Idle timeout pick list and select one of the following options:
1 minute
Waits one minute for you to open another application before it
drops the connection.
2 minutes
Waits two minutes.
3 minutes
Waits three minutes.
Never
Keeps your PPP or SLIP connection until you turn off your
handheld (or until it times out).
Tap OK.
Defining primary and secondary DNS
The domain name system (DNS) is a mechanism in the Internet for translating the
names of host computers into IP addresses. When you enter a DNS number (or IP
address), you are identifying a specific server that handles the translation services.
Each IP address has four sections, separated by periods. In the Details dialog box,
you enter each section separately. Each section of an IP address is made up of a
number from 0 to 255; numbers are the only allowable characters in this field.
Ask your ISP or system administrator for the correct primary or secondary DNS IP
address.
Many systems do not require that you enter a DNS IP address. If you are not sure,
leave the DNS field blank.
To enter a primary and secondary DNS:
1.
Tap the Query DNS check box to deselect it.
2.
Tap the space to the left of the first period in the Primary DNS field, and then
enter the first section of the IP address.
Each section must be a number from 0 to 255.
3.
Repeat step 2 for the second, third, and last sections of the Primary DNS field.
4.
Repeat steps 2 and 3 for the Secondary DNS field.
5.
Tap OK.
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Chapter 14 Setting Preferences for Your Handheld
IP address
Everyone who logs in to the Internet needs to have a unique identifier (an IP
address), whether permanent or temporary. Some networks dynamically assign a
temporary IP address when clients log in. You can use the IP Address field to
indicate whether your network provides automatic (dynamic) temporary IP
addressing.
If your IP address is permanently assigned, you need to get that information from
your system administrator. If you are not sure, select Automatic.
To identify dynamic IP addressing:
■
Tap the IP Address check box to select it.
Tap to select automatic IP
address
To enter a permanent IP address:
1.
Tap the IP Address check box to deselect it and to display a permanent IP
address field below the check box.
2.
Tap the space to the left of the first period, and then enter the first section of the
IP address.
Each section must be a number from 0 to 255.
3.
Tap and enter the remaining sections of the IP address.
4.
Tap OK.
Login scripts
A login script is a series of commands that automates logging in to a network
server—for example, your corporate network or your ISP. A login script is
associated with a specific network service profile created in Network Preferences.
A login script is something that you are likely to receive from your system
administrator if your company has a system in which you log in to the corporate
servers from your handheld using a modem or network connection. The script is
generally prepared by the system administrator and distributed to users who need
it. It automates the events that must take place to establish a connection between
your handheld and the corporate servers.
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Setting Communication Preferences
You can create login scripts in two ways:
■
In a text editor on your desktop computer, in which you create a file with the
extension PNC, which you then install on your handheld by using Palm™
Quick Install. (This method is not available to Mac computer users.)
■
In the Login Script dialog box on your handheld, accessed from the Details
dialog box in Network Preferences.
Tap here to see the list of
available commands
NOTE You can also use non-ASCII and literal characters in your login script.
Creating a login script on your handheld
You can create login scripts by selecting commands from the Command pick list in
the Login Script dialog box. Some commands, such as Send, require you to supply
additional information. Those commands have a parameter field so that you can
add the necessary data.
To create a login script:
1.
Tap Script.
2.
Tap the End pick list.
Tap here
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Chapter 14 Setting Preferences for Your Handheld
3.
Select the command you want from the Command list. If the command requires
additional information, a field appears to the right of it for you to enter the
information. The following commands are available:
Wait For
Tells your handheld to wait for specific characters from the
TCP/IP server before executing the next command.
Wait For Prompt
Detects a challenge-response prompt coming from the server
and then displays the dynamically generated challenge
value. You then enter the challenge value into your token
card, which in turn generates a response value for you to
enter on your handheld. This command takes two arguments,
separated by a vertical bar (|) on the input line.
Send
Transmits specific characters to the TCP/IP server to which
you are connecting.
Send CR
Transmits a carriage return or line feed (LF) character to the
TCP/IP server to which you are connecting.
Send User ID
Transmits the user ID information entered in the User ID field
of the Network Preferences screen.
Send Password
Transmits the password entered in the Password field of the
Network Preferences screen. If you did not enter a password,
this command prompts you to enter one. The Password
command is usually followed by a Send CR command.
Delay
Tells your handheld to wait a specific number of seconds
before executing the next command in the login script.
Get IP
Reads an IP address and uses it as the IP address for your
handheld. This command is used with SLIP connections.
Prompt
Opens a dialog box and prompts you to enter certain text (for
example, a password or a security code).
End
Identifies the last line in the login script.
4.
Repeat steps 2 and 3 until the login script is complete.
5.
Tap OK.
Plug-in applications
You can create plug-in applications containing script commands that extend the
functionality of the built-in script commands. A plug-in application is a standard
PRC application that you install on your handheld just like any other application.
After you install the plug-in application, you can use the new script commands in
a login script.
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Setting Communication Preferences
Plug-in applications have the following characteristics:
■
Written in C language
■
Compiled into a device executable
■
Called properly from a login script
■
Able to return control to a login script after it terminates
■
Created using a development environment that supports Palm OS® software,
such as Metrowerks CodeWarrior for Palm™ Platform.
For additional information on creating plug-in applications, send e-mail to Palm
Developer Support at devsupp@palmsource.com.
Deleting a network service profile
There is only one way to delete a network service profile: Use the Delete command
from the Service menu.
To delete a network service profile:
1.
From the Communications Preferences list, select Network.
2.
Tap the Service pick list.
3.
Select the network service profile you want to delete.
4.
Tap the Menu icon
5.
Select Delete from the Service menu.
6.
Tap OK.
7.
Tap Done.
.
Network Preferences menu commands
The Network Preferences screen includes menu commands to make it fast and easy
to create and edit network service profiles. TCP/IP application menus are shown
here for your reference. See “Using menus” in Chapter 4 for more information
about choosing menu commands.
Service menu
Options menu
TCP/IP troubleshooting
If you have problems establishing a network connection using TCP/IP, check the
troubleshooting tips in this section and try the suggestions listed.
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Chapter 14 Setting Preferences for Your Handheld
Displaying expanded Service Connection Progress messages
It’s helpful to identify at what point in the login procedure the connection fails. An
easy way to do this is to display the expanded Service Connection Progress
messages. These messages describe the current stage of the login procedure. Press
the lower half of the scroll button at any point during login to display these
messages.
Viewing the Network Log
If viewing the expanded Service Connection Progress messages does not give you
enough information to find out why you cannot connect to your ISP or dial-in
server, take a look at the Network Log. The Network Log lists all of the
communication that occurs between your modem and your dial-in server during
the login procedure. The information in the Network Log can help your ISP or your
system administrator pinpoint where the login procedure communication fails
and why.
To view the Network Log:
1.
From the Network Preferences screen, tap the Menu icon
.
2.
Select Options, and then select View Log.
3.
Tap the up and down arrows of the scroll bar to see the entire Network Log.
4.
Tap Done.
Adding a DNS number
If your ISP or dial-in server requires a DNS number and you did not enter that
information in the Network Preferences screen, it will appear that you successfully
logged in to your network. When you try to use an application or look up
information, however, the connection fails. If this occurs, try adding a DNS IP
address. Ask your ISP or your system administrator for the correct primary and
secondary DNS IP address.
Setting Personal Preferences
The Personal Preferences category enables you to access screens where you can
customize the buttons, colors, owner information, and Graffiti 2 ShortCuts on your
handheld. This section provides details about each of these screens.
152
Setting Personal Preferences
To open the Personal Preferences screens:
1.
Tap the Home icon
.
2.
Tap the Prefs icon
3.
From the Personal Preferences list, select the name of the Preferences screen you
want to view.
.
Buttons Preferences
The Buttons Preferences screen enables you to assign a frequently used application
to the Address Book button, Date Book button, or the Star icon.
HotSync operation is assigned to the Star icon by default. But if you use Memo Pad
more frequently, you can assign Memo Pad to the icon so that you don’t have to
scroll through the Home screen whenever you want to use Memo Pad.
Any changes you make in the Buttons Preferences screen become effective
immediately; you do not have to change to a different screen or application.
If you assign a different application to a button, you can still access the original
application using the Home screen.
To change the Buttons Preferences:
1.
From the Personal Preferences list, select Buttons.
2.
Tap the pick list next to the button you want to reassign.
Tap arrow to
show pick list
153
Chapter 14 Setting Preferences for Your Handheld
3.
Select the application that you want to assign to the button.
To restore all the buttons to their factory settings, tap Default.
4.
Tap Done.
Pen Preferences
The Buttons Preferences screen enables you to change the assignment of the fullscreen pen stroke. By default, the full-screen pen stroke activates Graffiti 2 Help.
Drag to top of screen
To change the Pen Preferences:
154
1.
From the Personal Preferences list, select Buttons.
2.
Tap More.
3.
Tap the pick list and select one of the following settings for the full-screen pen
stroke:
Contrast
Opens the Contrast control dialog box.
Keyboard
Opens the onscreen keyboard for entering text characters.
Graffiti 2 Help
Opens a series of screens that show the Graffiti 2 character set.
Turn Off & Lock
Turns off and locks the handheld. You must assign a
password to lock the handheld. When it is locked, you need
to enter the password to use your handheld.
Beam Data
Beams the current record to another device with an IR port.
Setting Personal Preferences
4.
Tap OK.
5.
Tap Done.
Keylock Preferences
Use the Keylock Preferences screen to prevent your handheld from turning on if a
button or key is accidentally pressed. This feature helps conserve the charge in
your handheld.
To change Keylock settings:
1.
From the General Preferences list, select Keylock.
2.
Select the setting you want to use for the Keylock feature.
Never
Keylock is never activated.
Automatic
Keylock is activated automatically when your handheld is
powered off. This includes when you turn your handheld off
and when it goes to sleep.
Press and hold
Keylock is activated when you press and hold the power
button for two seconds. The system sounds to confirm that
Keylock is activated.
Owner Preferences
The Owner Preferences screen enables you to update the name, company name,
phone number, or any other information that you want to associate with your
handheld. This information could help someone contact you if you ever lose your
handheld and there is sufficient battery power to turn it on.
By default the Owner Preferences screen contains the information that you
supplied when you installed the Palm Desktop software and set up your handheld.
If you use the Security Preferences screen to turn off and lock your handheld with
a password, information that you entered in the Owner Preferences screen appears
the next time you turn on your handheld. See “Security Preferences” earlier in this
chapter for additional information.
155
Chapter 14 Setting Preferences for Your Handheld
To customize the Owner Preferences:
1.
From the Personal Preferences list, select Owner.
2.
Modify or enter the text that you want to associate with your handheld.
If you enter more text than can fit on one screen, a scroll bar automatically
appears on the right side of the screen.
If you assign a password with the Security Preferences, the information on the
Owner Preferences screen cannot be changed. In this case an Unlock button
appears at the bottom of the screen.
3.
Tap Done.
To unlock the Owner Preferences screen:
1.
From the Personal Preferences list, select Owner.
2.
Tap Unlock.
3.
Enter the password that you defined in the Security Preferences.
4.
Tap OK.
5.
Tap Done.
ShortCuts Preferences
The ShortCuts Preferences screen enables you to define abbreviations for entering
text with Graffiti 2 strokes. This section describes how to create, edit, and delete a
ShortCut.
Creating a ShortCut
You can create a ShortCut for any words, letters, or numbers. All ShortCuts you
create appear in the list in the ShortCut Preferences screen. All the ShortCuts are
available in any of your handheld applications and are backed up on your
computer when you perform a HotSync operation.
156
Setting Personal Preferences
To create a ShortCut:
1.
From the Personal Preferences list, select Shortcuts.
2.
Tap New.
3.
On the ShortCut name line, enter the letters you want to use to activate the
ShortCut.
Tap New
4.
Tap the ShortCut Text area, and enter the text that you want to appear when you
write the ShortCut characters.
You may want to add a space character after the last word in your ShortCut
text. This way, a space automatically follows the ShortCut text.
TIP
5.
Tap OK.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol appears
at the insertion point to show that you are in ShortCut mode.
ShortCut
6.
Tap Done.
Editing a ShortCut
After you create a ShortCut, you can modify it at any time.
To edit a ShortCut:
1.
From the Personal Preferences list, select Shortcuts.
2.
Select the ShortCut you want to edit.
3.
Tap Edit.
4.
Make the changes you want.
5.
Tap OK.
6.
Tap Done.
157
Chapter 14 Setting Preferences for Your Handheld
158
APPENDIX A
Maintaining Your Handheld
This chapter provides information on the following:
■
Caring for your handheld
■
Prolonging battery life
■
Resetting your handheld
Caring for your handheld
Your handheld is designed to be rugged and reliable and to provide years of
trouble-free service. Observe the following general tips when using your
handheld:
■
Take care not to scratch the screen of your handheld. Keep the screen clean.
When working with your handheld, use the supplied stylus or a plastic-tipped
pen intended for use with a touch-sensitive screen. Never use an actual pen or
pencil or other sharp object on the surface of the handheld screen.
■
Your handheld is not waterproof and should not be exposed to rain or moisture.
Under extreme conditions, water may enter the circuitry through the front
panel buttons. In general, treat your handheld as you would a pocket calculator
or other small electronic instrument.
■
Take care not to drop your handheld or subject it to any strong impact. Do not
carry your handheld in your back pocket; if you sit on it, you may damage it.
■
Protect your handheld from temperature extremes. For example, do not leave
your handheld on the dashboard of a car on a hot day or on a day when
temperatures are below freezing, and keep it away from heaters and other heat
sources.
■
Do not store or use your handheld in any location that is damp, wet, or
extremely dusty.
■
Use a soft, damp cloth to clean your handheld. If the surface of the handheld
screen becomes soiled, clean it with a soft cloth moistened with a diluted
window-cleaning solution.
159
Appendix A Maintaining Your Handheld
Prolonging battery life
Note the following considerations for the battery in your handheld:
■
Under normal conditions your handheld battery should remain charged when
you connect it to the cable every day. You can conserve battery life by changing
the Auto-off setting that automatically turns the handheld off after a period of
inactivity. See “Auto-off after” in Chapter 14 for more information.
■
If the battery becomes low in the course of normal use, an alert appears on the
handheld screen, describing the low battery condition. If this alert appears,
perform a HotSync® operation to back up your data; then leave your handheld
connected to the cable to recharge the unit. This helps prevent accidental data
loss.
■
If the battery drains to the point that your handheld does not operate, it stores
your data safely for about a week. In this case there is enough residual energy
in the battery to store the data, but not enough to turn on your handheld. If your
handheld does not turn on when you press the power button, you should
recharge the unit immediately.
■
If your battery drains and you have the unit in an uncharged state for an
extended period of time, you can lose all your stored data.
■
There are no serviceable parts inside your handheld, so do not attempt to open
the unit.
■
If you ever dispose of your handheld, please dispose of it without damaging the
environment. Take your handheld to your nearest environmental recycling
center.
Resetting your handheld
Under normal circumstances you will not have to use the reset button. On rare
occasions, however, your handheld may no longer respond to buttons or to the
screen. In this case you need to perform a reset to get your handheld running again.
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over again. All
records and entries stored in your handheld are retained with a soft reset. After a
soft reset, the Preferences screen appears and the Date and Time option is
highlighted so you can reset the date and time if needed.
160
Resetting your handheld
To perform a soft reset:
■
Use the tip of an unfolded paper clip (or similar object without a sharp tip), to
gently press the reset button inside the hole on the back panel of your handheld.
Reset button
Performing a hard reset
With a hard reset, all records and entries stored in your handheld are erased. Never
perform a hard reset unless a soft reset does not solve your problem.
NOTE You can restore any data previously synchronized with your computer during
the next HotSync operation.
To perform a hard reset:
1.
Press and hold the power button on the front panel of the handheld.
2.
While holding the power button, use the tip of an unfolded paper clip (or
similar object without a sharp tip) to gently press and release the reset button.
3.
Wait for the Palm Powered™ logo to appear; then release the power button.
4.
When a message appears on the handheld screen, warning that you are about
to erase all the data stored on your handheld, press any other button to perform
a soft reset.
NOTE With a hard reset, the current date and time are retained. Formats
Preferences and other settings are restored to their factory default settings.
161
Appendix A Maintaining Your Handheld
To restore your data from a Windows computer after a hard reset:
1.
Click the HotSync icon
the taskbar).
in the Windows system tray (lower-right corner of
You can also click the HotSync command on the Palm™ Desktop software
menu bar.
2.
From the HotSync Manager menu, select Custom.
3.
Select the appropriate username from the list.
4.
Select an application in the Conduit list.
5.
Click Change.
6.
Select Desktop overwrites handheld for each conduit.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, select the Set as default box. Thereafter,
whatever you selected as the default setting is used when you click the Default
button in the Custom dialog box.
7.
Click OK.
8.
Repeat steps 4 through 6 to change conduit settings for other applications.
9.
Click Done to activate your settings.
10. Perform
a HotSync operation.
To restore your data from a Mac computer after a hard reset:
162
1.
Double-click the HotSync Manager in the Palm folder.
2.
From the HotSync menu, select Conduit Settings.
3.
From the Users pop-up menu, select the appropriate username.
4.
Select an application from the list.
5.
Click Conduit Settings.
Resetting your handheld
6.
Click Macintosh overwrites handheld for each conduit.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, click Make Default. Thereafter, whatever
you selected as the default setting is used for HotSync operations.
7.
Click OK.
8.
Repeat steps 4 through 6 to change conduit settings for other applications.
9.
Close the Conduit Settings window.
10. Perform
a HotSync operation.
163
Appendix A Maintaining Your Handheld
164
APPENDIX B
Frequently Asked Questions
There are several references available to help you solve any problems with your
handheld. Review the frequently asked questions in this appendix and refer to the
following resources:
■
The readme file located in the folder where you installed the Palm™ Desktop
software on your Windows computer or on your installation CD for Mac users
■
The Palm Desktop online Help
■
The Palm Desktop Software for the Macintosh User’s Guide, located in the
Documentation folder on your installation CD
■
The Palm Knowledge Library, accessible at www.palm.com in the Support section
■
The most recent Palm™ Zire™ 21 handheld HelpNotes on your regional web
site
If you are still having problems, contact Technical Support or go to
www.palm.com/support/zire21.
NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm™ handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application.
Software installation problems
Problem
Solution
The installation menu did not
appear when I inserted the
Desktop Software CD-ROM
into my Windows computer.
Try the following:
1.
From the Windows desktop, click Start.
2.
Select Run.
3.
Click Browse.
4.
Locate your CD-ROM drive and select the Autorun file.
5.
Click Open.
6.
Click OK.
165
Appendix B
Frequently Asked Questions
I cannot install Palm Desktop
software on my Windows
computer.
Try the following:
1.
Disable any virus-scanning software on your computer.
2.
Close any open applications.
3.
Make sure your computer has at least 60MB of disk space
available.
4.
Delete all temporary files.
5.
Run ScanDisk (or another disk verification tool) on your
computer.
6.
Uninstall and then reinstall Palm Desktop software.
I cannot install Palm Desktop
Try the following:
software on my Mac computer.
1. Disable any virus-scanning software on your computer.
2.
Quit any open applications.
3.
Make sure your computer has at least 60MB of disk space
available.
4.
Uninstall and then reinstall Palm Desktop software.
My files didn’t install during a
HotSync® operation.
If files do not install after you perform a HotSync operation,
the file type was not recognized. Try launching the associated
application from your handheld and then performing another
HotSync operation. If the files still remain in the list, they are
not associated with an application on your handheld and
cannot be installed.
I can’t add more files to the
Palm™ Quick Install list.
Make sure the dialog box that confirms where the files will be
installed is closed. You cannot add more files to the list when
the confirmation dialog box is open. For details, see “Installing
applications and files on a Windows computer” in Chapter 4.
Operating problems
Problem
Solution
I don’t see anything on my
handheld’s screen.
Try each of these in turn:
166
■
Press an application button to ensure that your handheld is
turned on.
■
Tap the Contrast icon in the upper-right corner of the
input area. If the Contrast dialog box appears, adjust the
contrast by holding down the up scroll button for a few
seconds. If this doesn’t work, hold the down scroll button
for a few seconds.
Operating problems
I don’t see anything on my
handheld’s screen (continued).
■
If your handheld was exposed to cold, make sure it is at
room temperature.
■
Charge your handheld.
■
Perform a soft reset. If your handheld still doesn’t turn on,
perform a hard reset. See “Resetting your handheld” in
Appendix A.
IMPORTANT With a hard reset, all records and entries stored
in your handheld are erased. Never perform a hard reset
unless a soft reset does not solve your problem. You can
restore any data previously synchronized with your computer
during the next HotSync operation.
I get a warning message
telling me my handheld
memory is full.
Try each of these in turn:
■
Purge records from Date Book and To Do List. This deletes
To Do List items and past Date Book events from the
memory of your handheld. See “Purging records” in
Chapter 4. You must perform a HotSync operation to
recover the memory.
■
Delete unused memos and records. If necessary, you can
save these records. See “Deleting records” in Chapter 4.
You must perform a HotSync operation to recover the
memory.
■
If you have installed additional applications on your
handheld, remove them to recover memory.
See “Removing applications” in Chapter 4.
My handheld keeps turning
itself off.
Your handheld is designed to turn itself off after a period of
inactivity. This period can be set at 30 seconds or at one, two,
or three minutes. Check the Auto-off after setting on the Power
Preferences screen. See “Power Preferences” in Chapter 14.
My handheld is not making
any sounds.
Check the System, Alarm, and Game Sound settings.
See “Sounds & Alerts Preferences” in Chapter 14.
My handheld has frozen.
■
If a network connection was improperly terminated, your
handheld may appear to be frozen for up to 30 seconds. If
it is still frozen after 30 seconds, perform a soft reset.
See “Resetting your handheld” in Appendix A.
167
Appendix B
Frequently Asked Questions
Tapping and writing problems
Problem
Solution
When I tap the buttons or
screen icons, my handheld
activates the wrong feature.
Calibrate the screen. See “Digitizer Preferences” in Chapter 14.
When I tap the Menu icon
nothing happens.
,
I can’t get my handheld to
recognize my handwriting.
Not all applications or screens have menus. Try changing to a
different application.
Try each of these in turn:
■
For your handheld to recognize handwriting input with the
stylus, you need to use Graffiti® 2 writing. See “Using
Graffiti 2 writing to enter data” in Chapter 3.
■
Make the Graffiti 2 character strokes in the input area, not
on the display part of the screen. If you want to write on the
display part of the screen you must turn on and activate
Writing Area Preferences. See “Full-screen writing area” in
Chapter 3.
■
Write Graffiti 2 strokes for lowercase letters in the left side,
strokes for capital letters in the middle, and strokes for
numbers in the right side of the input area.
■
Make sure that Graffiti 2 is not in Punctuation Shift mode.
See “Symbols and other special characters” in Chapter 3.
■
See “Graffiti 2 tips” in Chapter 3 for tips on increasing your
accuracy when you write Graffiti 2 characters.
Application problems
Problem
Solution
I tapped the Today button, but
it does not show the correct
date.
Your handheld is not set to the current date. Make sure the Set
Date box on the Date and Time Preferences screen displays the
current date. See “Date & Time Preferences” in Chapter 14 for
more information.
I know I entered some records,
but they do not appear in the
application.
Try each of these in turn:
168
■
Check the Categories pick list (upper-right corner). Select
All to display all the records for the application.
■
Check Security and confirm that Private Records is set to
Show private records.
■
In To Do List, tap Show and see if Show Only Due Items is
selected.
Application problems
I’m having problems listing
memos or notes the way I want
to see them.
Try each of these in turn:
■
If you cannot manually arrange the order of memos or
notes in the list screen, select Preferences from the Options
menu and make sure that Sort by is set to Manual.
■
If you choose to view your memos or notes alphabetically
on Palm Desktop software and then perform a HotSync
operation, the memos on your handheld still appear in the
order defined in the Preferences setting. In other words, the
sort settings you use with Palm Desktop software are not
transferred to your handheld.
I created an event in Date Book,
but it doesn’t appear in the
Week View.
In the Week View, you cannot select overlapping events that
have the same start time. If you have two or more events with
the same start time, choose the Day View to see the
overlapping events.
My vCard or vCal e-mail
attachment isn’t forwarding
correctly.
Palm Desktop software provides several features that interact
with e-mail client software on a Windows computer. For these
features to work correctly, the e-mail client software must be
properly configured. Follow these steps to check the
configuration:
1.
Click the Windows Start menu, and then select Settings.
2.
Select Control Panel.
3.
Select Internet Options, and then click the Programs tab.
4.
Make sure that the E-mail field is set to the correct e-mail
client software.
5.
Click OK.
6.
Start the e-mail client software and make sure it is
configured as the default MAPI client. Consult the
documentation for your desktop e-mail application for
more information.
The current date and time are
incorrect.
The current date and time are tied to the Location setting. If
you change the date and time without changing the Location
setting, the current date and time may appear incorrect.
See “Date & Time Preferences” in Chapter 14 for information
on setting the current location, date, and time.
I want to delete all of the data
from my handheld.
Perform a hard reset. See “Performing a hard reset” in
Appendix A for more information.
169
Appendix B
Frequently Asked Questions
HotSync problems
Problem
Solution
I cannot perform a HotSync
operation. What should I check
to make sure I’m doing it
correctly?
■
Make sure the HotSync cable is connected securely.
On a Windows computer try these steps:
1.
Check the Windows system tray to make sure the HotSync
Manager is running. If it is not, click Start on the Windows
taskbar, and then select Programs. Navigate to the Palm
Desktop software program group, and select HotSync
Manager. You should also see “Selecting HotSync setup
options” in Chapter 13 for instructions on selecting the
correct HotSync Manager settings.
2.
Make sure you selected Local USB from the HotSync
Manager menu.
On a Mac computer try these steps:
1.
Make sure HotSync Manager is enabled. If it is not,
double-click the HotSync Manager icon in the Palm folder
and enable HotSync Manager on the HotSync Controls tab.
2.
Disconnect the cable from your computer, and then
reconnect the cable and restart your computer.
I did a HotSync operation, but
one of my applications did not
synchronize.
■
On a Windows computer, click the HotSync Manager and
select Custom. Check that the correct conduit is active.
■
On a Mac computer, double-click the HotSync Manager
icon. From the HotSync menu, select Conduit Settings.
Select your username from the User pop-up menu, and
check that the correct conduit is active.
I am using Outlook as my PIM,
but I cannot do a HotSync
operation.
Try each of these in turn:
I cannot launch the HotSync
Manager.
170
■
Click the HotSync Manager and select Custom. Check that
the correct conduit is active.
■
Check that the correct conduit is installed. Reinstall the
HotSync Manager and make sure that the correct conduit is
selected.
■
Reinstall Palm Desktop software and select the option to
synchronize with Microsoft Outlook.
■
Make a backup copy of your Palm Desktop data, and then
reinstall Palm Desktop software.
HotSync problems
I tried to do a local HotSync
operation, but it did not
complete successfully.
Try each of these in turn:
■
Make sure your handheld is connected to the cable
correctly.
■
Check the connection between the HotSync cable and the
USB port on your computer.
■
Make sure the username you selected in Palm Desktop
software matches the username assigned to your handheld.
■
Make sure the date on your computer matches the date on
your handheld.
■
Read the HotSync Log for the user account for which you
are performing a HotSync operation.
On a Windows computer, try each step in turn:
■
Make sure that HotSync Manager is running. If it is
running, close it and restart it.
■
Make sure you selected Local USB from the HotSync
Manager menu.
On a Mac computer:
■
Make sure that HotSync Manager is enabled on the
HotSync Controls tab in the HotSync Software Setup
window.
Check the following on your computer:
■
I can’t perform an IR HotSync
operation.
Make sure that your computer is turned on and that it does
not shut down automatically as part of an energy-saving
feature.
Try each of these in turn:
■
On a computer running Windows 98, be sure that the
HotSync Manager is running, that Infrared is selected on
the HotSync Manager menu, and that the Serial Port for
local operations is set to the simulated port for infrared
communication. See “Conducting IR HotSync operations”
in Chapter 13 for details.
■
On a computer running Windows 2000/ME/XP, select IR
in the HotSync Manager. See “Preparing your computer for
infrared communication” in Chapter 13 for details.
171
Appendix B
Frequently Asked Questions
I can’t perform an IR HotSync
operation (continued).
■
On a Mac computer, make sure the infrared
communications extensions have been installed in the
Extensions folder inside the System folder. Next, open the
HotSync Software Setup window, and be sure that HotSync
Manager is enabled and that the Local Setup Port is set to
Infrared Port. See “Conducting IR HotSync operations” in
Chapter 13 for more information.
■
On your handheld, be sure the HotSync application is set to
Local, with the option IR to PC/Handheld.
■
Be sure the IR port of your handheld is aligned directly
opposite to, and within a few inches of, the infrared device
of your computer.
■
IR HotSync operations do not work after you receive a low
battery warning. Check the battery power of your
handheld. Recharge the internal battery.
My handheld appears to freeze
when I place it near my
computer.
Move your handheld away from the computer’s infrared port.
When I tap the HotSync icon in
the Home screen, nothing
happens on Palm Desktop
software, and my handheld
times out.
Try each of these in turn:
When I perform a HotSync
operation, my information
does not transfer to Palm
Desktop software.
Try each of these in turn:
172
■
Turn on your handheld, and tap the Home icon
the HotSync icon , and then tap Local.
. Select
■
Make a copy of your Palm folder. Uninstall and then
reinstall Palm Desktop software.
■
If you have performed a HotSync operation successfully
but you cannot find the data from your handheld on Palm
Desktop software, check to see that you have the correct
username selected for viewing data.
■
On a Windows computer, click the HotSync Manager and
select Custom. Check that all conduits are set to
synchronize files.
■
On a Mac computer, double-click the HotSync Manager
icon. From the HotSync menu, select Conduit Settings.
Select your username from the User pop-up menu, and
check that the correct conduit is active.
Beaming problems
My handheld displays the
message “Waiting for sender”
when it’s near my computer’s
infrared port.
Try each of these in turn:
■
Your computer’s infrared port may be set to search
automatically for the presence of other infrared devices.
Consult the documentation for your operating system for
information about turning off this option.
■
In some cases simply moving your handheld away from the
computer’s infrared port solves the problem.
When the HotSync cable is
connected to my handheld, the
battery icon appears.
When the HotSync cable is connected to your handheld, the
battery icon will appear because the cable maintains the
charge in your handheld.
I want to synchronize my
computer with more than one
handheld.
Try each of these in turn:
■
If the computer running Palm Desktop software
synchronizes with more than one handheld, each handheld
must have a unique name. Assign a username to your
handheld the first time you perform a HotSync operation.
■
Be aware that synchronizing more than one handheld with
the same username causes unpredictable results and,
potentially, loss of your personal information.
Beaming problems
Problem
Solution
I cannot beam data to another
device with an IR port.
Try each of these in turn:
When someone beams data to
my handheld, I get a message
telling me it is out of memory.
■
If you are beaming to another Palm handheld, confirm that
your handheld and the other handheld are between ten
centimeters (approximately 4”) and one meter
(approximately 39”) apart and that the path between the
two handhelds is clear of obstacles. Beaming distance to
other devices with an IR port may be different.
■
Move your handheld closer to the receiving device.
■
Make sure the receiving device has enabled beam receive.
Try each of these in turn:
■
Your handheld requires at least twice the amount of
memory available as the data you are receiving. For
example, if you are receiving a 30KB application, you must
have at least 60KB free.
■
Perform a soft reset. See “Performing a soft reset” in
Appendix A for more information.
173
Appendix B
Frequently Asked Questions
Recharging problems
Problem
Solution
When I connect my handheld Try each of these in turn:
to the cable, it does not charge.
■ Confirm that your handheld is firmly connected to the
cable.
■
Confirm that your recharger is plugged into an AC outlet
that has power.
■
With your handheld connected to the cable, press the
power button and tap the Home icon . Confirm that there
is a lightening bolt on the battery icon at the top of the
screen.
■
Charge your handheld for at least three full hours.
Password problems
Problem
Solution
I forgot the password, and my
handheld is not locked.
■
I forgot the password, and my
handheld is locked.
174
■
First, use the password hint to try to remember the
password. If this doesn’t help or if you do not have a
password hint, you can use Security to delete the password,
but your handheld deletes all entries marked as private.
However, if you perform a HotSync operation before you
delete the password, the HotSync process backs up all
entries, whether or not they are marked private. Then you
can follow these steps to restore your private entries:
a.
Use the Palm Desktop software and the cable or infrared
communication to synchronize your data.
b.
Tap Forgotten Password in Security to remove the
password and delete all private records.
c.
Perform a HotSync operation to synchronize your data
and restore the private records by transferring them
from your computer to your handheld.
First, use the password hint to try to remember the
password. If this doesn’t help or if you do not have a
password hint, you must perform a hard reset to continue
using your handheld. See “Performing a hard reset” in
Appendix A for more information.
Technical support
Technical support
If, after reviewing the sources listed at the beginning of this appendix, you cannot
solve your problem, go to www.palm.com/support/zire21 or send an e-mail to your
regional Technical Support office.
Before requesting support, please experiment a bit to reproduce and isolate the
problem. When you do contact support, please provide the following information:
■
The name and version of the operating system you are using
■
The actual error message or state you are experiencing
■
The steps you take to reproduce the problem
■
The version of handheld software you are using and available memory
To find version and memory information:
1.
Tap the Home icon
.
2.
Tap the Menu icon
.
3.
Select Info from the App menu.
NOTE Palm works with developers of third-party add-on applications to
ensure the compatibility of these applications with your new Palm handheld.
Some third-party applications, however, may not have been upgraded to be
compatible with your new Palm handheld. If you suspect that a third-party
application is adversely affecting the operation of your handheld, contact the
developer of the application.
4.
Tap Version to see version numbers, and tap Size to see the amount of free
memory in kilobytes.
175
Appendix B
176
Frequently Asked Questions
Product Regulatory Information
FCC Statement
This device complies with part 15 of the FCC rules. Operation is subject to the following two
conditions: (1) This device may not cause harmful interference, and (2) this device must accept any
interference received, including interference that may cause undesired operation.
NOTE
This equipment has been tested and found to comply with the limits for a Class B digital device,
pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against
harmful interference in a residential installation. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instructions, may cause harmful
interference to radio communications. However, there is no guarantee that interference will not occur in a
particular installation. If this equipment does cause harmful interference to radio or television reception,
which can be determined by turning the equipment off and on, the user is encouraged to try to correct the
interference by one or more of the following measures:
■
Reorient or relocate the receiving antenna.
■
Increase the separation between the equipment and receiver.
■
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
■
Consult the dealer or an experienced radio/TV technician for help.
The use of shielded I/O cables is required when connecting this equipment to any and all optional
peripheral or host devices. Failure to do so may violate FCC rules.
CAUTION Changes or modifications not covered in this manual must be approved in writing by the
manufacturer’s Regulatory Engineering Department. Changes or modifications made without written
approval may void the user’s authority to operate this equipment.
Responsible Party:
Zire™ Product Family
Palm Solutions Group
400 N. McCarthy Boulevard
Milpitas, California 95035
United States of America
(408) 503-7500
Tested to Comply
With FCC Standards
FOR HOME OR OFFICE USE
Canadian ICES-003 Statement
This Class B digital apparatus meets all requirements of the Canadian Interference-Causing
Equipment Regulations.
Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel
brouilleur du Canada.
177
Product Regulatory Information
Battery Warning
Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or explode, releasing
hazardous chemicals. Discard used batteries according to the manufacturer’s instructions and in
accordance with your local regulations.
Varning
Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som
rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikantens instruktion.
Advarsel!
Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med batteri af
samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren.
Varoitus
Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan
suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti.
Advarsel
Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type
anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner.
Waarschuwing!
Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar
inleveren als KCA.
Uwaga
Intrinsic Safety Warnings
Warning – Explosion Hazard – Substitution of components may impair suitability for class I,
division 2;
Warning – Explosion Hazard – When in hazardous location, turn off power before replacing or
wiring modules, and,
Warning – Explosion Hazard – Do not disconnect equipment unless power has been switched off or
the area is known to be non-hazardous.
178
Index
A
ABA. See Address Book archive files
Accented characters, Graffiti 2 writing 23
Add-on applications 51–57
Address Book
*If Found Call* entry 60
adding custom fields 62
archive files (.aba) 28
business card for beaming 30
categorizing records 42
conduit for synchronizing 104
creating records 38
displaying category 62
displaying data in the Address list 61
finding records 44
fonts 49
menus 61
notes for records 48
opening 59
private records 136
sorting records 47
Agenda (Date Book view) 74
Alarm
lists 50
preset 77
setting in Note Pad 88
setting in World Clock 100
sound 77, 101, 137, 167
Alphabet
Graffiti 2 writing 20
onscreen keyboard 14
Application buttons 33, 59, 65
Applications
Address Book 59
beaming 30–31
Calculator 63
categories 34–35
Date Book 65
Expense 79
font style 49
installing 51–57
Launcher 33–35
Memo Pad 85
Note Pad 87
opening 34
plug-in 150
preferences for 38
removing 57
size in kilobytes 175
To Do List 91
version of 175
viewing as icons 35
viewing as list 35
World Clock 95
See also Add-on applications
Archive files
importing data from 27
for main applications 28
saving purged records 41
Audio, files 55
Automatic fill, in Expense 84
Auto-off delay 129
Autotext. See Graffiti 2 ShortCuts
B
Backlight 154
Battery
conserving power 129
disposal 178
gauge 33
life and use 160
recharging 4
recycling 160
warning 178
Beaming
information 30–32
location of IR port 11
pen stroke to activate 154
problems with 173
See also Infrared
179
Index
Bold font for text 49
Business card for beaming 30
Buttons preferences, pen 154
C
Cable, connecting to computer 11
Calculator
buttons explained 63
memory 63
overview 63
recent calculations 64
Calibration 12, 126
Call Waiting, disabling 144
Calling card, using in phone settings 145
Capital letters (Graffiti 2 writing) 21
Caring for the handheld 159
Categories
application 34–35
assigning records to 41–42
beaming 30–31
creating 43
default 34, 42
displaying 42, 62, 168
merging 43
renaming 43
using in Home screen 35
Chain calculations 64
Characters, Graffiti 2 18
Check boxes 14
Clearing Calculator entries 63
Combining categories 43
Comma-delimited files, importing data
from 27
Command
buttons 14
equivalents (Graffiti 2 writing) 37
stroke 32, 37, 46
toolbar 37
Communication preferences 124
Connection 139
Network 140–152
Compressing Day view 76
Conduits
for modem HotSync operations 117
for synchronizing applications 170, 104–
105, 162
for synchronizing applications,
Mac 105–106
180
Conflicting events 75
Connecting
service templates 140
to server or ISP 145
with a GPRS network 140–152
Connection preferences 139, 142
Connector 11
Continuous events, deleting from Date
Book 40
Contrast control 13
Contrast control. See Contrast control
Copying text 40
Country default setting 127
Cradle
for local HotSync operations 107, 114
viewing data from 129
Creating
Address Book entries 59–60
categories 34–35, 43
currency symbols 82
custom fields in Address Book 62
Date Book events 65
Expense items 79
expense reports 83
notes for records 48
records 38
Currency
default 82
defining 82
for Expense items 81
Current date 168
Current time 33
Custom
currencies and symbols 82
fields in Address Book 62
Cutting text 39
Cycling through views 59, 65
D
Data entry. See Entering data
Date
displaying in World Clock 101
Expense item 80
setting current 96, 125, 168
To Do List record due 93
Date & Time preferences 125–126
Index
Date Book
adding Address Book data to
records 45–46
Agenda view 74
archive files (.dba) 28
conduit for synchronizing 104
conflicting events 75
continuous events 71–72
creating records 38
Day view 72
display options 76
end time for Day view 77
fonts 49
notes for records 48
opening 65
private records 136
purging records 41
repeating events 40, 71–72
scheduling events 65–69
selecting dates 67
start time for Day view 77
Sunday or Monday to start week 127
switching views 72
untimed events 65, 68
Week view 73, 127, 169
Day (Date Book view) 66, 76
Daylight saving time 98, 99, 125, 126
DBA (Date Book archive file) 28
Decimal point 128
Default
categories 34, 42
currency in Expense 82
Deleting
applications 57
Desktop software 57
Graffiti 2 characters 20
passwords 131
records 40
service templates 151
text 39
See also Purging records
Desktop software
linking to external files 29, 118
removing 58
Digitizer 126
DNS 147
Domain name system. See DNS
Double-booked events 75
Dragging
memos into other applications 85
stylus to activate features 154
using the stylus 13
E
Editing records 39–40
E-mail, addresses in Address Book 60
Entering data 17–32
importing from other applications 27–30
problems with 168
using Note Pad 32
using the computer keyboard 27
using the onscreen keyboard 17
Entries. See Address Book
Euro
in Expense 81, 82
in Graffiti 2 writing 24
in onscreen keyboard 18
Events. See Date Book
Exclamation marks in To Do List 94
Expense
adding Address Book data to
records 46–47
categorizing records 42
creating records 79
currency 81
date of item 80
defining new currency 82
menus 84
receipt details 80
reports 83
type 81, 84
vendor 81
F
FCC Statement 177
Files, linking to external 29, 118
Finding
applications, using Graffiti 2 writing 34
information in applications 44–47
phone numbers 45–46
using the Find application 45
Fonts 49
Formats preferences 127
181
Index
Frequently asked questions
application problems 168
beaming problems 173
HotSync problems 170
operating problems 166
password problems 174
recharging problems 174
software installation problems 165
tapping and writing problems 168
Frozen handheld 167
G
Games 137
General preferences 124–137
alarm sounds 137
Date & Time 125–126
Digitizer 126
Formats 127–128
opening 124
Power 128–129
Sounds & Alerts 136–137
system sounds 137
Glossary. See Graffiti 2 ShortCuts
GPRS network, connecting to 140–152
Graffiti 2
accented characters 23
alphabet 18, 20
basic concepts 18
capital letters 21
Command stroke 37
how to write characters 19
input area 10
menu commands 37
numbers 22
online Help 40, 154
Preferences 128
problems using 168
punctuation marks 22
ShortCuts for entering data 25, 156–157
symbols 24
tips 20
writing area 10
182
H
Hard reset 161, 167
Help
Graffiti 2 40
online tips 15
Hiding records 134
HotSync
conduits for synchronizing
applications 104–105, 162
conduits for synchronizing applications,
Mac 105
customizing 105
first-time operation 107–111, 119–120
IR operation 111–114
linking to external files 29, 118
local operation 103, 107, 171
local operation on Mac 110
network operation 114–118
operations using cradle 114, 139
operations using IR port 111–113
problems with 170–173
problems with IR 171
restoring data 162–163
setting options 103–104
I
Icons
alarm 69
application 13, 35
note 48
online Tips 15
repeating event 71
Idle timeout of ISP or server connection 146
Importing data 27–30
Infrared
connections 139
HotSync operations 111–113
port 11, 30, 111
problems with IR HotSync
operations 171
requirements for computer 111
Input area 10
Index
Installing
applications 51–57
conduit to install applications 104
International characters, Graffiti 2
writing 23
IP address 146, 148
IR port
See also Beaming and Infrared
IR. See Infrared
IrCOMM 30, 111, 139
IrDA (Infrared Data Association) 30, 111
Items. See To Do List or Expense
K
Keyboard
computer 27
onscreen 14, 17, 154
L
Letters
font style 49
Graffiti 2 18, 20
onscreen keyboard 17
List, in Home screen 35
Location
adding 98–99
deleting 100
displaying secondary 101
modifying 99
setting primary 96, 97, 125
setting secondary 98
Locking the handheld with a password 132–
133, 154, 155
Login scripts 148–151
Looking up Address Book data
to add to other records 45–46
scrolling in Address list 44
Lost
handheld, contact for 60
records 168
Lotus Organizer, importing data from 27
M
Maintenance information 159
Memo Pad
adding Address Book data to
records 45–46
archive files (.mpa) 28
categorizing records 41
conduit for synchronizing 104
creating records 38
deleting records 40, 72
dragging memos into other
applications 85
fonts 49
menus 86
opening 85
private records 136
reviewing memos 86
sorting records 47, 169
Memory
amount of free 175
for beaming 173
Calculator 63
regaining 41, 167
Memos. See Memo Pad
Menus 36–37, 168
Address Book 61
choosing 37
command equivalents (Graffiti 2
writing) 37
command toolbar 37
Date Book 101
Edit menu 39–40
Expense 84
Memo Pad 86, 89
menu bar 13, 36
Network preferences 151
Microsoft Outlook, connecting to 170
Monday, to start week 127
Month (Date Book view) 76
MPA (Memo Pad archive file) 28
183
Index
N
P
Network
connecting 146
HotSync operation 114–118
idle timeout 146
login scripts 148–151
password 142
phone settings 143
preferences 140–152
primary DNS 147
secondary DNS 147
selecting connection 142
selecting service 140
user name 141
Note Pad
alarm 88
entering data 32
menus 89
opening 87
reviewing notes 88
Notes, attaching to records 48
Numbers
decimal point and thousands
separator 128
Graffiti 2 writing 22
onscreen keyboard 14, 17
Palm Quick Install 52–55
Passwords 130–134
changing 131
creating 130
deleting 131
for network 142
forgotten 134, 174
Pasting text 40
Payment, Expense item 81
Pen stroke, full-screen 154–155
Personal preferences 124, 152–157
Buttons 153–154
Owner 155
Shortcut 156
Phone
Lookup 45–46
numbers, selecting for Address list 61
numbers, selecting types 60
settings for ISP or dial-in server 143–145
Pick lists 14
Plug-in applications 150
Ports
IR on handheld 30, 111
USB 3, 4, 139
Power preferences 128–129
auto-off delay 129
PPP 146
PRC (application file extension) 150
Preferences
Buttons 153
choosing 38
Communication 124
Connection 139
cradle setting 129
Date & Time 125–126
Digitizer 126
Formats 127
General 123, 124–137
Graffiti 2 26
Network 140–152
opening 124
Owner 155
Personal 124
Power 128–129
O
Onscreen keyboard 17, 40
pen stroke to open 154
Opening
Address Book 59
applications 33
Calculator 63
Date Book 65
Expense 79
Memo Pad 85
Note Pad 87
To Do List 91
World Clock 95
Organizer (Lotus PIM) 27
Outlook, connecting to 170
Overlapping events 75
Owner preferences 155
184
Index
Security 130
ShortCuts 156
Sounds & Alerts 136–137
Writing Area 138
Primary DNS 147
Prioritizing To Do List records 92, 94
Private records
displaying and creating 134–136, 168
lost with forgotten password 134
Problems
beaming information 173
entering data 168
operating handheld 166
performing HotSync operations 170–173
recharging handheld 174
software installation 165
using applications 168–169
using passwords 174
Profiles 118
Punctuation marks
Graffiti 2 writing 22
onscreen keyboard 17
Purging records 41
See also Deleting
Q
Quick Install 52–55
R
Range of times in Day view 77
Receipts, recording in Expense 80
Receiving data. See Beaming information
Recharging the battery 129
Records
beaming 30–31
choosing categories 41
creating 38
defined 38
deleting 40, 71
displaying a category of 42
editing 39–40
Expense 79
fonts 49
hiding private 130, 134
lost 168
masking private 130
Memo Pad 85
notes for 48
number of 175
private 134–136
purging 41
sorting 47–48
To Do List 91
unmasking individual 136
Reminder lists 50
Removing
applications 57
Desktop software 57
Renaming categories 43
Repeating events, deleting from Date
Book 40
Resetting handheld
hard reset 161, 167
location of reset button 12, 160
soft reset 160
Restoring data
Mac 162
Windows 162
S
Saving, data 34, 38
Scheduling events 65–69
Screen
blank 166, 167
calibrating 12, 126
caring for 159
touching with your finger 10
Scroll bar 14
Scroll buttons 10
Searching. See Finding
Secondary DNS 147
Security preferences 130–134
changing password 131
deleting password 131
displaying owner’s name 155
forgotten password 134
private records 134–136
setting a password hint 130
unmasking individual records 136
Selecting
date for event 67
phone numbers in Address Book 60
text 39, 40
Serial
troubleshooting 171
185
Index
Service
selecting for network 140
templates 140, 151
Settings. See Preferences
ShortCuts
backing up 104
managing 156–157
menu commands 37
predefined 26
using 25
Soft reset 160
Software Essentials CD-ROM 9
Sorting
records 47–48, 169
Sounds & Alerts preferences 136–137
Starting applications 34
Stylus
dragging with 13
pen stroke to activate a feature 154
tapping with 12
Sunday, to start week 127
Symbols
for currency 81
in Graffiti 2 writing 24
System
conduit 104
sounds 137
T
Tab delimited files, importing data from 27
Tapping 12
TCP/IP 151
TDA (To Do List archive file) 28
Technical Support 175
Text
copying 40
cutting 39
entry. See Entering data
files, importing data from 27, 29
fonts for 49
selecting all 40
Thousands separator 128
Time
format 127
setting current 97, 126
setting event 65
start and end for Date Book Day view 77
Time Zone 98
186
Tips, online 15
To Do List
adding Address Book data to
records 45–46
archive files (.tda) 28
categorizing records 41, 94
checking off items 92
completed items 94
completion date 94
conduit for synchronizing 104
creating records 38
deleting records 40, 72
due date 93, 94
fonts 49
notes for records 48
opening 91
prioritizing records 92, 94
private records 136
purging records 41, 94
sorting records 47
Today. See Current date
Transmitting data. See Beaming information
Troubleshooting 171, 172
Turning off handheld
automatically 129
pen stroke for 154
problems with 167
Turning on handheld
displaying owner’s name 155
problems with 166, 167
U
Undoing actions 39
Uninstalling Desktop software 57
Unresponsive handheld 167
Untimed events 65, 68, 70
USB
cradle/cable 139
port 3, 4, 11, 139
troubleshooting 170, 171
User name
for ISP 141
identifying handheld 155
User profiles, HotSync operation with 119–
121
Index
V
vCal 27, 29
vCard 28, 29
Vendor for Expense item 81
W
Week (Date Book view) 73–74, 127, 169
World Clock
adding locations 98–99
alarm 100
alarm preferences 101
display options 101
menus 101
opening 95
Time Zone 98
Writing Area, Preferences 26
Writing. See Entering data
187
Index
188